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Full text of "American Petroleum Institute Tax Return for 2008"

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Report Privacy Problems to https://public.resource.org/privacy 

Or call the IRS Identity Theft Hotline at 1-800-908-4490 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



I 



DLN: 93493317023859 



1 



Form WW W 

Department of the 
Treasury 
Internal Revenue 
Service 



Return of Organization Exempt From Income Tax 

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 

benefit trust or private foundation) 

Hhe organization may have to use a copy of this return to satisfy state reporting requirements 



0MB No 1545-0047 



2008 



Open to Public 
Inspection 



A For the 2008 c alendar year, or tax year beginning 01-01-2008 and ending 12-31-2008 

B Check if applicable 



| Address change 

| Name change 

| Initial return 

| Termination 

| Amended return 

| Application pending 



Please 
use IRS 
label or 
print or 
type. See 
Specific 
Instruc- 
tions. 



C Name of organization 
AMERICAN PETROLEUM INSTITUTE 



Doing Business As 



Number and street (or P box if mail is not delivered to street address) 
1220 L STREET NW 



Room/suite 



City or town, state or country, and ZIP + 4 
WASHINGTON, DC 20005 



D Employer identification number 

13-0433430 



E Telephone number 

(202) 682-8350 



G Gross receipts $ 320,369,927 



F Name and address of Principal Officer 

JACK N GERARD 

1220 L STREET NW 

WASHINGTON, DC 20005 



I Tax-exempt status p" 501(c) ( 6 ) ^ (insert no ) |~~ 4947(a)(1) or | 527 



J Web site: ►■ www a pi org 



H(a) Is this a group return for 

affiliates? P Yes F"No 

H(b) Are all affiliates included? P Yes |~" No 

(If "No," attach a list See instructions ) 
H(c) Group Exemption N umber ►■ 



K Type of organization p^ Corporation | trust | association | other ►■ 



L Year of Formation 1919 M State of legal domicile DC 



1 

'3 






a 



Summary 



Briefly describe the organization's mission or most significant activities 

SEE SCHEDULE OTHE MISSION OF THE AMERICAN PETROLEUM INSTITUTE (API) IS TO INFLUENCE PUBLIC POLICY IN 
SUPPORT OFA STRONG, VIABLE U S OILAND NATURALGAS INDUSTRY ESSENTIALTO MEETTHE ENERGY NEEDS OF 
CONSUMERS IN AN EFFICIENT, ENVIRONMENTALLY RESPONSIBLE MANNER 

Check this box | if the organization discontinued its operations or disposed of more than 25% of its assets 

N umber of voting members of the governing body (Part VI, line la) 3 6_5_ 

N umber of independent voting members of the governing body (Part VI, line 1 b) .... 4 64_ 

Totalnumberofemployees(PartV,line2a) 5 27 1 

Total number of volunteers (estimate if necessary) .... 

7a Total gross unrelated business revenue from Part VIII, line 12, column (C) . 

b Net unrelated business taxable income from Form 990-T, line 34 



6 

7a 

7b 



6,200 
3,938,555 



116,625 






8 Contributions and grants (Part VIII, line lh) 

9 Program service revenue (Part VIII, line 2g) 

10 Investment income (Part VIII, column (A ), lines 3, 4, and 7d) .... 

11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and lie) 

12 Total revenue— add lines 8 through 11 (must equal Part VIII, column (A), line 
12) 



Prior Year 



194,271,085 



3,540,860 



92,097 



197,904,042 



Current Year 



199,786,415 



3,852,995 



323,158 



203,962,568 



§ 



13 
14 
15 

16a 
b 
17 
18 
19 



Grants and similar amounts paid (Part IX, column (A), lines 1-3) 

Benefits paid to or for members (Part IX, column (A), line 4) 

Salaries, other compensation, employee benefits (Part IX, column (A), lines 5- 
10) 

Professional fund raising fees (Part IX, column (A), line lie) 

(Total fundraising expenses, Part IX, column (D), line 25 2. ) 



6,168,701 



33,987,209 



41,094,491 



Other expenses (Part IX, column (A), lines lla-lld, 11 f-24f) 

Total expenses— add lines 13-17 (must equal Part IX, line 25, column (A)) 

Revenue less expenses Subtract line 18 from line 12 



153,066,650 



146,092,748 



187,053,859 



193,355,940 



10,850,183 



10,606,628 



Ma 

P 



Part II 



Please 

Sign 

Here 



Beginning of Year 



End of Year 



20 Total assets (Part X, line 16) 

21 Total liabilities (Part X, line 26) 

22 Net assets or fund balances Subtract line 2 1 from line 20 



107,802,138 



111,646,922 



73,260,310 



87,554,847 



34,541,828 



24,092,075 



Signature Block 



Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge 
and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge 



++++++ 



2009-11-10 



Signature of officer 

JACK N GERARD PRESIDENT AND CEO 



Date 



Type or print name and title 



Paid 

Preparer's 
Use 
Only 



Preparer's 
signature 



► 



Date 



Check if 
self- 
empolyed ► I 



Firm's name (or yours 
if self-employed), 
address, and ZIP + 4 



► 



Tate and Tryon 



805 15th Street NW Suite 900 
Washington, DC 20005 



Preparer's PTIN (See Gen Inst ; 



EIN ► 



Phone no ► (202) 293-2200 



May the IRS discuss this return with the preparer shown above 7 (See instructions) 



F"Yes PNc 



Form 990 (2008) Page 2 

miTTT] Statement of Program Service Accomplishments (See the instructions.) 



1 Briefly describe the organization's mission 

See Additional Data Table 



2 Did the organization undertake any significant program services during the year which were not listed on 

the prior Form 990 or 990-EZ? |~~ Yes p" No 

If "Yes," describe these newservices on Schedule 

3 Did the organization cease conducting or make significant changes in how it conducts any program 

services 7 I Yes p" No 

If "Yes," describe these changes on Schedule 

4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses 
Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount of grants and allocations to 
others, the total expenses, and revenue, if any, for each program service reported 

4a (Code ) (Expenses $ including grants of $ ) (Revenue $ ) 

ADVOCACY- API speaks for the petroleum industry before Congress, the executive branch of government, state legislatures, and the news media It negotiates with 
regulatory agencies, represents the industry in court and participates in coalitions -- building the grassroots support that encourages Congress, the White House and 
state legislators to act API also strives to enhance its members' standing on the environmental, health and safety issues that are central to the public's perception of 
the industry and its products 



4b (Code ) (Expenses $ including grants of $ ) (Revenue $ ) 

INFORMATION- API IS THE SOURCE FOR INFORMATION ABOUT THE PETROLEUM INDUSTRY IT UNDERTAKES THE SCIENTIFIC AND ECONOMIC ANALYSIS THAT IS 
THE FOUNDATION FOR THE INDUSTRY'S STANCE ON THE CURRENT ISSUES IT" COLLECTS AND COMPILES STATISTICS AND IS WITHOUT PEER IN FINDING AND 
PROVIDING INDUSTRY-SPECIFIC INFORMATION FOR PEOPLE WHO NEED IT 



4c (Code ) (Expenses $ including grants of $ ) (Revenue $ ) 

INDUSTRY OPERATIONS- API has set standards for the U S petroleum industry since its founding in 1919 In the global marketplace, these same standards are 
becoming international standards, and API's involvement in international events and organizations is growing More than 500 API standards are now used throughout 
the world Many of these standards are now a part of both federal and state regulations 



4d Other program services (Describe in Schedule O ) 

(Expenses $ including grants of $ ) (Revenue $ 

4e Total program service expenses $ Must equal Part IX, Line 25, column (B). 



Form 990 (2008) 



Form 990 (2008) 



Part IV 



Page 3 



Checklist of Required Schedules 



2 
3 

4 

5 
6 

7 
8 



10 
11 

12 

13 

14a 
b 

15 

16 

17 

18 

19 
20 
21 

22 

23 

24a 



d 
25a 



26 



27 



Is the organization described in section 501 (c)(3) or4947(a)(l) (other than a private foundation) 7 If "Yes," 
complete Schedule A 

Is the organization required to complete Schedule B, Schedule of Contributors' 

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to 
candidates for public office 7 If "Yes," complete Schedule C, Part 7© 

Section 501 (c)(3) organizations Did the organization engage in lobbying activities 7 If "Yes," complete Schedule C, 
Part II 

Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations Is the organization subject to the section 6033(e) 
notice and reporting requirement and proxy tax 7 If "Yes," complete Schedule C, Part 777© . 

Did the organization maintain any donor advised funds or any accounts where donors have the right to provide 
advice on the distribution or investment of amounts in such funds or accounts 7 If "Yes," complete 
Schedule D, Part 7© 

Did the organization receive or hold a conservation easement, including easements to preserve open space, 
the environment, historic land areas or historic structures 7 If "Yes," complete Schedule D, Part II . 

Did the organization maintain collections of works of art, historical treasures, or other similar assets 7 If "Yes," 
complete Schedule D, Part III © 

Did the organization report an amount in Part X, line 21, serve as a custodian foramounts not listed in Part X, or 
provide credit counseling, debt management, credit repair, or debt negotiation services 7 If "Yes," 
complete Schedule D, Part 7\/© 

Did the organization hold assets in term, permanent, or quasi-endowments 7 If "Yes," complete Schedule D, Part v&) 

Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25 7 If "Yes," complete Schedule D, 
Parts VI, VII, VIII, IX, or X as applicable © 

Did the organization receive an audited financial statement for the year for which it is completing this return 
that was prepared in accordance with GA A P 7 If "Yes," complete Schedule D, Parts XI, XII, and XIII . © 

Is the organization a school as described in section 170 (b)(1) (A )(n) 7 If "Yes," complete Schedule E 

Did the organization maintain an office, employees, or agents outside of the US 7 

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fund raising, 
business, and program service activities outside the U S 7 If "Yes," complete Schedule F, Part I . . © 

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any 
organization or entity located outside the U nited States 7 If "Yes," complete Schedule F, Part II © 

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance 
to individuals located outside the United States 7 If "Yes," complete Schedule F, Part III . . © 

Did the organization report more than $15,000 on Part IX, column (A), line lie 7 If "Yes," complete Schedule C, 
Parti 

Did the organization report more than $15,000 total on Part VIII, lines lc and 8a 7 If "Yes," complete Schedule C, 
Part II 

Did the organization report more than $15,000 on Part VIII, line 9a 7 If "Yes," complete Schedule C, Part III 

Did the organization operate one or more hospitals 7 If "Yes," complete Schedule H 

Did the organization report more than $5,000 on Part IX, column (A), line l 7 If "Yes," complete Schedule I, Parts I 
and II © 

Did the organization report more than $5,000 on Part IX, column (A), line 2 7 If "Yes," complete Schedule I, Parts I 
and III © 

Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or5 7 If "Yes," complete Schedule 
J © 

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 
as ofthe last day ofthe year, that was issued after December 31, 2002 7 If "Yes," answer questions 24b-24d and 
complete Schedule K. If "No," go to question 25 

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception 7 . 

Did the organization maintain an escrow account other than a refunding escrow at any time during the year 

to defease any tax-exempt bonds 7 

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year 7 . 

Section 501(c)(3) and 501(c)(4) organizations Did the organization engage in an excess benefit transaction with 
a disqualified person during the year 7 If "Yes," complete Schedule L, Part I 

Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person 
from a prior year 7 If "Yes," complete Schedule L, Part I 

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or 

disqualified person outstanding as ofthe end ofthe organization's tax year 7 If "Yes," complete Schedule L, 

Part II © 

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or 
substantial contributor, or to a person related to such an individual 7 If "Yes," complete Schedule L, Part 777© 



10 



11 



12 



13 



14a 



14b 



15 



16 



17 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



No 



No 



No 



No 



No 



No 



No 



No 



No 



No 



No 



No 



18 




No 


19 




No 


20 




No 


21 


Yes 





22 




No 


23 


Yes 




24a 




No 


24b 






24c 






24d 






25a 






25b 






26 




No 


27 




No 



Form 990 (2008) 



990 (2008) 



Page 4 



Part IV 



Checklist of Required Schedules (Continued) 



28 During the tax year, did any person who is a current or former officer, director, trustee, or key employee 

a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), 
or an indirect business relationship through ownership of more than 35% in another entity (individually or 
collectively with other person(s) listed in Part VII, Section A ) 7 If "Yes," complete Schedule L, Part 
IV © 

b Have a family member who had a direct or indirect business relationship with the organization 7 If "Yes," 
complete Schedule L, Part IV ® 

c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a 

professional corporation) doing business with the organization 7 If "Yes," complete Schedule L, Part IV . 7S 

29 Did the organization receive more than $2 5,000 in non-cash contributions 7 If "Yes," complete Schedule M 

30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified 
conservation contributions 7 If "Yes," complete Schedule M 

31 Did the organization liquidate, terminate, or dissolve and cease operations 7 If "Yes," complete Schedule N, 
Parti 

32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets 7 If "Yes," complete 
Schedule N, Part II 

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations 
section 301 7701-2 and 301 7701-3 7 If "Yes," complete Schedule R, Part I 

34 Was the organization related to any tax-exempt or taxable entity 7 If "Yes," complete Schedule R, Parts II, III, IV, 
and V, line 1 

35 Is any related organization a controlled entity within the meaning of section 512(b)(13) 7 If "Yes," complete 
Schedule R, Part V, line 2 

36 501(c)(3) organizations Did the organization make any transfers to an exempt non-charitable related 
organization 7 If "Yes," complete Schedule R, Part V, line 2 

37 Did the organization conduct more than 5 percent of its activities through an entity that is not a related 
organization and that is treated as a partnership for federal income tax purposes 7 If "Yes," complete Schedule R, 
Part VI ... . 



28a 



28b 



28c 



29 



30 



31 



32 



33 



34 



35 



36 



37 



Yes No 



Yes 



Yes 



No 



No 



No 



No 



No 



No 



No 



No 



No 



Form 990 (2008) 



Form 990 (2008) 



Part V 



Page 5 



Statements Regarding Other IRS Filings and Tax Compliance 



la Enter the number reported in Box 3 of Form 1096 , Annual Summary and Transmittal 
of U.S. Information Returns. Enter -0- if not applicable .... 



b Enterthe numberofForms W-2G included in line la Enter -0- if not applicable 



la 



lb 



222 



2a 



Did the organization comply with backup withholding rules for reportable payments to vendors and reportable 
gaming (gambling) winnings to prize winners 7 

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 
Statements filed for the calendar year ending with or within the year covered by this 
return 2a 



271 



3a 



4a 



If at least one is reported in 2a, did the organization file all required federal employment tax returns' . 
Note:Jr" the sum of lines la and 2a is greater than 250, you may be required to e-file this return. 

Did the organization have unrelated business gross income of $1,000 or more during the year covered by this 
return 7 

If "Yes," has it filed a Form 990-T for this year 7 If "No," provide an explanation in Schedule O 

At any time during the calendar year, did the organization have an interest in, or a signature or other authority 
over, a financial account in a foreign country (such as a bank account, securities account, or other financial 
account) 7 

If "Yes," enterthe name ofthe foreign country £Jj 



5a 



See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and 
Financial Accounts. 

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year 7 . 

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction 7 

If "Yes, "to 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited 
Tax Shelter Transaction 7 



6a Did the organization solicit any contributions that were not tax deductible 7 



If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts 
were not tax deductible 7 

Organizations that may receive deductible contributions under section 170(c). 

Did the organization provide goods or services in exchange for any quid pro quo contribution of $7 5 or 
more 7 .... 



b 

c 



If "Yes," did the organization notify the donor of the value of the goods or services provided 7 

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to 
file Form 8282 7 



d If "Yes," indicate the number of Forms 8282 filed during the year 



7d 



e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal 
benefit contract 7 

f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract 7 . 

g For all contributions of qualified intellectual property, did the organization file Form 8899 as required 7 . 

h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as 
required 7 

8 Section 501(c)(3) and other sponsoring organizations maintaining donor advised funds and section 509(a)(3) 
supporting organizations. Did the supporting organization, or a fund maintained by a sponsoring organization, have 
excess business holdings at any time during the 

year 7 

9 Section 501(c)(3) and other sponsoring organizations maintaining donor advised funds. 

a Did the organization make any taxable distributions under section 4966 7 

b Did the organization make a distribution to a donor, donor advisor, or related person 7 

10 Section 501(c)(7) organizations. Enter 



a Initiation fees and capital contributions included on Part VIII, line 12 

b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club 
facilities 

11 Section 501 (c)(12) organizations Enter 

a Gross income from members or shareholders 



10a 



10b 



b Gross income from other sources (Do not net amounts due or paid to other sources 
against amounts due or received from them ) 



11a 



lib 



12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu ofForm 1041 7 
b If "Yes," enter the amount of tax-exempt interest received or accrued during the 



year 



12b 



lc 



2b 



3a 



3b 



4a 



5a 



5b 



5c 



6a 



6b 



7a 



7b 



7c 



7e 



7f 



7g 



7h 



9a 



9b 



12a 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



No 



No 



No 



Form 990 (2008) 



Form 990 (2008) 



Section A. Governing Body and Management 



Page 6 



Governance, Management, and Disclosure (Sections A, B, and C request information 
about policies not required by the Internal Revenue Code.) 



la 
b 

2 

3 

4 

5 
6 
7a 



a 
b 
9a 
b 

10 

11 



For each "Yes" response to lines 2-7 below, and for a "No" response to lines 8 or 9b below, describe the circumstances, 
processes, or changes in Schedule O. See instructions. 



la 



lb 



65 



64 



Enterthe number of voting members ofthe governing body 

Enter the number of voting members that are independent 

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any 
other officer, director, trustee, or key employee 7 

Did the organization delegate control over management duties customarily performed by or underthe direct 
supervision of officers, directors or trustees, or key employees to a management company or other person 7 

Did the organization make any significant changes to its organizational documents since the prior Form 990 was 
filed 7 . . 

Did the organization become aware during the year of a material diversion ofthe organization's assets 7 

Does the organization have members or stockholders 7 

Does the organization have members, stockholders, or other persons who may elect one or more members ofthe 
governing body 7 

A re any decisions ofthe governing body subject to approval by members, stockholders, or other persons 7 

Did the organization contemporaneously document the meetings held or written actions undertaken during the 
year by the following 

the governing body 7 

each committee with authority to act on behalf of the governing body 7 

Does the organization have local chapters, branches, or affiliates 7 

If "Yes, "does the organization have written policies and procedures governing the activities of such chapters, 
affiliates, and branches to ensure their operations are consistent with those of the organization 7 .... 

Was a copy ofthe Form 990 provided to the organization's governing body before it was filed 7 All organizations 
must describe in Schedule O the process, if any, the organization uses to reviewthe Form 990 

Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at 
the organization's mailing address 7 If "Yes," provide the names and addresses in Schedule O 



7a 



7b 



8a 



8b 



9a 



9b 



10 



11 



Yes No 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



Yes 



No 



No 



No 



No 



No 



Section B. Policies 





Does the organization have a written conflict of interest policy 7 If "No", go to line 13 . 

Are officers, directors ortrustees, and key employees required to disclose annually interests that could give rise 

Does the organization regularly and consistently monitor and enforce compliance with the policy 7 If "Yes," 

Did the process for determining compensation ofthe following persons include a review and approval by 
independent persons, comparability data, and contemporaneous substantiation ofthe deliberation and decision 

Describe the process in Schedule O 

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a 

If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its 
participation in joint venture arrangements under applicable Federal tax law, and taken steps to safeguard the 




Yes 


No 


12a 


12a 


Yes 




b 


12b 


Yes 




c 


12c 


Yes 




13 


13 


Yes 




14 


14 


Yes 




15 

a 


15a 


Yes 




b 


15b 


Yes 




16a 


16a 




No 


b 


16b 







Section C. Disclosure 



17 
18 

19 
20 



List the States with which a copy of this Form 990 is required to be filed DC 



Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c) 

(3)s only) available for public inspection Indicate how you make these available Check all that apply 

| own website | another's website p" upon request 

Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of 

interest policy, and financial statements available to the public See Additional Data Table 

State the name, physical address, and telephone number ofthe person who possesses the books and records ofthe organization 

JOHN ROBERTSON 
1220 L Street NW 
Washington, DC 20005 
(202) 682-8379 



Form 990 (2008) 



Form 990 (2008) Page 7 

F^ffTTTI Compensation of Officers, Directors/Trustees, Key Employees, Highest Compensated 
Employees, and Independent Contractors 

Section A Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 



la Complete this table for all persons required to be listed Use Schedule J-2 if additional space is needed 

* List all of the organization's current officers, directors, trustees (whether individuals or organizations) and key employees regardless 
of amount of compensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid 

* List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) 
who received reportable compensation (Box 5 of Form W-2 and /or Box 7 of Form 1 099- M ISC) of more than $100,000 from the 
organization and any related organizations 

* List all of the organization's former officers, key employees, or highest compensated employees who received more than $100,000 
of reportable compensation from the organization and any related organizations 

* List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the 
organization, more than $10,000 of reportable compensation from the organization and any related organizations 

List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest 

compensated employees, and formersuch persons 

| Check this box if the organization did not compensate any officer, director, trustee or key employee 





(B) 

Average 

hours 

per 

week 


(C) 

Position (check all 
that apply) 


(D) 

Reportable 
compensation 
from the 

organization (W- 
2/1099MISC) 


(E) 

Reportable 
compensation 
from related 
organizations 
(W- 2/1099- 
MISC) 


(F) 

Estimated 
amount of other 
compensation 
from the 

organization and 
related 
organizations 


(A) 

Name and Title 


II 

II 

^ -i 

- 1 
i — 


a 

Us 
Us 




m 

3 

■D 
o 

III 


iZf o 
o 

_■ 
"O 
IT 

' 

R. 


"n 
g 






ALI ABUALI , BOARD MEMBER 


50 


X 





















WILLIAM E ALBRECHT , BOARD MEMBER 


50 


X 





















JOSEPH ALVARDO , BOARD MEMBER 


50 


X 





















PHILIP F ANSCHUTZ , BOARD MEMBER 


50 


X 





















THOMAS A Bannigan , BOARD MEMBER 


50 


X 





















Dalton J Boutte , BOARD MEMBER 


50 


X 





















JOHN A CARRIG , board member 


50 


X 





















Clarence Cazalot , board member 


50 


X 





















GERMAN CURA, board member 


50 


X 





















PATRIck D Daniel , board member 


50 


X 





















CLAIBORNE P DEMING , board member 


50 


X 





















JOHN M Duty , board member 


50 


X 





















RANDALL K Eresman , board member 


50 


X 





















Sheldon R Erikson , board member 


50 


X 





















Timothy C Felt , board member 


50 


X 





















JAMES LGallogly , board member 


50 


X 





















BRUCE C Gottwald , board member 


50 


X 





















JAMES T HACKETT , board member 


50 


X 





















FREDERic C Hamilton , board member 


50 


X 





















GARY R Heminger, board member 


50 


X 





















STEVEN B Hinchman , board member 


50 


X 





















KEVIN M Hostler, board member 


50 


X 





















RAY L Hunt , board member 


50 


X 





















HERBERT W HUNT , board member 


50 


X 





















RAY R Irani , board member 


50 


X 





















SIDNEY J Jansma , board member 


50 


X 





















AV Jones , board member 


50 


X 





















JAMES F Justiss , board member 


50 


X 





















GEORGE Kirkland , board member 


50 


X 





















JACK N GERARD , PRESIDENT AND CEO 


40 00 


X 




X 








665,822 





974,980 


BYRON M CAVANEY JR , PRESIDENT AND CEO 


40 00 


X 




X 








2,030,240 





664,627 


KARL F KURZ , BOARD MEMBER 


50 


X 





















ZIAD LABBAN , BOARD MEMBER 


50 


X 





















VIRGINIA B LAZENBY , BOARD MEMBER 


50 


X 





















DAVID J LESAR , BOARD MEMBER 


50 


X 





















STEVE MALCOLM , BOARD MEMBER 


50 


X 





















ROBERT A MALONE , BOARD MEMBER 


50 


X 





















ANTHONY MAYER , BOARD MEMBER 


50 


X 





















JAMES P MCGREGOR , BOARD MEMBER 


50 


X 





















DANIEL F MCNEASE , BOARD MEMBER 


50 


X 





















JOHN MILLER , BOARD MEMBER 


50 


X 





















MERRILL A PETE MILLER , BOARD MEMBER 


50 


X 





















BJOURN MOLLER , BOARD MEMBER 


50 


X 





















JOHN MORGAN , BOARD MEMBER 


50 


X 





















JAMES J MULVA , BOARD MEMBER 


50 


X 





















RD DAN NELSON , BOARD MEMBER 


50 


X 





















JOSEPH H NETHERLAND , BOARD MEMBER 


50 


X 





















JAMES E NIELSON , BOARD MEMBER 


50 


X 





















JAMES J O'BRIEN , BOARD MEMBER 


50 


X 





















MARVIN ODUM , BOARD MEMBER 


50 


X 





















DAVID J O'REILY , BOARD MEMBER 


50 


X 





















ROBERT BOBBY L PARKER , BOARD MEMBER 


50 


X 





















LOUIS A RASPINO , BOARD MEMBER 


50 


X 





















THOMAS P RICHARDS , BOARD MEMBER 


50 


X 





















CORBIN J ROBERTSON , BOARD MEMBER 


50 


X 





















PETER J ROBERTSTON , BOARD MEMBER 


50 


X 





















DOUGLAS L ROCK , BOARD MEMBER 


50 


X 





















DAVID SEATON , BOARD MEMBER 


50 


X 





















KATHLEEN SHANAHAN , BOARD MEMBER 


50 


X 





















NORM J SZYDLOWSKI , BOARD MEMBER 


50 


X 





















HANK A TRUE , BOARD MEMBER 


50 


X 





















LEW O WARD , BOARD MEMBER 


50 


X 





















JONATHAN P WHITWORTH , BOARD MEMBER 


50 


X 





















DAVID WILLIAMS , BOARD MEMBER 


50 


X 





















REX W TILLERSON , CHAIRMAN OF THE BOARD 


50 


X 




X 

















LARRY J NICHOLS , BOARD MEMBER AND 
TREASUR 


50 


X 




X 

















JAMES E FORD , VICE PRESIDENT 


40 00 






X 








684,967 





128,658 


JIM C CRAIG , VICE PRESIDENT 


40 00 






X 








626,514 





155,121 


BRENDA S HARGETT , VICE PRESIDENT 


40 00 






X 








561,825 





112,254 


MICHELE E RINN , CORPORATE SEC & GRP DIR 


40 00 






X 








235,474 





58,229 


HARRY M NG , GENERAL COUNSEL & GRP DI 


40 00 








X 






415,070 





62,920 


ROBERT L GRECO , GROUP DIRECTOR 


40 00 








X 






400,173 





77,591 


DOUGLAS M MORRIS , GROUP DIRECTOR 


40 00 








X 






294,249 





102,410 


MICHAEL L PLAINER , DIRECTOR 


40 00 








X 






272,856 





80,392 


JOHN D MODINE , DIRECTOR 


40 00 








X 






246,091 





41,147 


ERIN P THOMPSON , DIRECTOR 


40 00 








X 






202,221 





18,475 


ALVIS TRUMAN HUNT , DIRECTOR 


40 00 










X 




389,472 





146,161 


KENDRA L MARTIN , DIRECTOR 


40 00 










X 




311,420 





23,201 


JOHN C FELMY , CHIEF ECONOMIST 


40 00 










X 




238,428 





53,675 


KATHERINE E LEWIS , DIRECTOR 


40 00 










X 




221,343 





38,042 


JOHN P KEREKES , EXECUTIVE DIRECTOR 


40 00 










X 




216,109 





89,600 

























































































































































































































































































































































































Form 990 (2008) 



Form 990 (2008) 



Page 8 



Continued 





(B) 

Average 

hours 

per 

week 


(C) 

Position (check all 
that apply) 






(E) 

Reportable 

compensation 

from related 

organizations 

(W- 2/1099- 

MISC) 


(F) 

Estimated 

amount of other 

compensation 

from the 

organization and 

related 

organizations 


(A) 

Name and Title 


1! 

II 

■*= -i 

■ — 


Us 
Us 




m 

3 

o 

m 
m 


S- 
o * 

* .-. 

iZf o 
o 

_■ 
"O 
IT 

' 

B. 

c 


g 


(D) 

Reportable 

compensation 

from the 

organization (W- 

2/1099MISC) 
























































































































































































































































































































































































lb Total 


► 


8,012,274 


2,827,483 











2 Total number of individuals (including those in la) who received more than $100,000 in reportable 
compensation from the organizationH43 



3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee 
on line la 7 If "Yes," complete Schedule J for such individual 

4 For any individual listed online la, is the sum of reportable compensation and other compensation from the 
organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such 
individual 

5 Did any person listed on line la receive or accrue compensation from any unrelated organization for services 
rendered to the organization 7 If "Yes," complete Schedule J for such person 



Yes 



Yes 



No 



No 



No 



Section B. Independent Contractors 



1 Complete this table for your five highest compensated independent contractors that received more than 
$100,000 of compensation from the organization 



(A) 

Name and business address 


(B) 

Description of services 


(C) 

Compensation 


DANIEL J EDELMAN INC 
1875 EYE ST NW STE 900 
WASHINGTON, DC 20006 


ADVERTISING/PUB RELATIONS 


75,207,455 


CIGNA HEALTH CARE 

CGLIC- BLOOM FIELD EASC 5082 COLLECT 

CHICAGO, IL 60693 


INSURANCE COVERAGE 


6,002,195 


HARRIS INTERACTIVE INC 
23993 NETWORK PL 
CHICAGO, IL 60673 


PUBLIC OPINION SURVEYS 


2,767,725 


DC NAVIGATORS LLC 
901 7TH ST NW STE 200 
WASHINGTON, DC 20001 


COMMUNICATIONS 


2,300,000 


COORDINATING RESEARCH COUNCIL INC 
3650 MANSELL RD STE 140 
ALPHARETTA, GA 30222 


RESEARCH 


1,909,347 


2 Total number of independent contractors (including those in 1) who received more than $100,000 in compensation 


106 







Form 990 (2008) 



Form 990 (2008) 



Page 9 



Statement of Revenue 





(A) 

Total Revenue 


(B) 

Related or 
Exempt 
Function 
Revenue 


(C) 

U nrelated 
Business 
Revenue 


(D) 

Revenue 

Excluded from 

Tax under IRC 

512, 513, or 514 




la 
b 

c 

d 

e 
f 

g 

h 


Federated campaigns . . la 

lb 

Fundraising events .... 

lc 

Related organizations . . .Id 
Government grants (contributions) i e 

All other contributions, gifts, grants, and 






















Contributions, 
and other simi 






Noncash cont 
lines la-lf $ 
Total (Add lin 


If 

nbutions included in 




es la-lf) . 










2a 
b 

c 
d 
e 
f 

g 


MEMBERSHIP DUES 


Business Code 


159,493,855 


159,493,855 








900,099 


1- 


CERTIFICATION PROGRAM 


900,099 


21,773,056 


21,773,056 






PUBLICAtions royalties 


900,099 


8,964,764 


8,964,764 






5 


MEETING REVENUE 


900,099 


4,215,380 


4,215,380 






# 


CERTIFICATION FEES 


541,900 


3,938,555 




3,938,555 




(0 


All other program service revenue 




1,400,805 


1,400,805 






L 


► $ 199,786,415 












3 

4 

5 

6a 
b 

c 

d 


Investment income (including dividends, interest 
Income from investment of tax-exempt bond proceeds 












2,969,730 


2,969,730 


































Gross Rents 

Less rental 
expenses 
Rental income 
or (loss) 


(i) Real 


(n) Personal 






























Net rental inc 


ome or (loss) 




7a 

b 

c 
d 


Gross amount 
from sales of 
assets other 
than inventory 
Less cost or 
other basis and 
sales expenses 
Gain or (loss) 


(i) Securities 


(n) Other 


883,265 






883,265 




117,289,304 


1,320 




116,407,359 






881,945 


1,320 




Net gain or (lo 


ss) 


► 






3 

i 

> 


8a 

b 

c 


Gross income from fundraising 
events (not including 












of contributions reported on line 
lc) See Part IV, line 18 
Attach Schedule C if total exceeds 
$15,000 a 

Less direct expenses . . .b 


* 






Net income or (loss) from fundrais 


ng events . 




9a 

b 

c 


Gross income from gaming 
activities See part IV, line 19 
Complete Schedule C if total 
exceeds $15,000 

a 

Less direct expenses . . .b 


















Net income or (loss) from gaming s 


ctivities 




10a 

b 

c 


Gross sales of inventory, less 
returns and allowances 

a 

Less cost of goods sold . . b 


















Net income or (loss) from sales of 


inventory . .^ 




Miscellaneous Revenue 


Business Code 


323,158 


323,158 








11a 
b 

c 

d 

e 


MISCELLANEOUS REVENUE 


900,099 
































A II other reve 


nue 


















Total. Add lines lla-lld . 


$ 323,158 












12 


Total Revenue 

8c, 

9c, 10c, and ] 


:. Add lines lh, 2g, 3 
le 


, 4, 5, 6d, 7d, 


203,962,568 


199,140,748 


3,938,555 


883,265 



Form 990 (2008) 



Form 990 (2008) 



Page 10 



Statement of Functional Expenses 



Section 501(c)(3) and 501(c)(4) organizations must complete 
All other organizations must complete column (A) but are not required to complete columns 



all columns. 
(B), (C), and (D). 



Do not include amounts reported on lines 6b, 7b, 
8b, 9b, and 10b of Part VIII. 


(A) 

Total expenses 


(B) 

Program service 
expenses 


(C) 

Management and 
general expenses 


(D) 

Fundraising 
expenses 


l 


Grants and other assistance to governments and organizations 
in the U S See Part IV, line 21 

Grants and other assistance to individuals in the 
U S See Part IV, line 22 

Grants and other assistance to governments, 
organizations and individuals outside the U S See 
Part IV, lines 15 and 16 

Benefits paid to or for members 

Compensation of current officers, directors, trustees, and 
key employees .... 

Compensation not included above, to disqualified persons 
(as defined under section 4958(f)(1)) and persons 
described in section 4958(c)(3)(B) .... 

Other salaries and wages 

Pension plan contributions (include section 401(k) and section 
403(b) employer contributions) .... 

Fees forservices (non-employees) 

Professional fundraising See Part IV, line 17 . 

Other 

Advertising and promotion .... 

Royalties 

Payments of travel or entertainment expenses for any Federal, 
Conferences, conventions and meetings .... 

Other expenses— Itemize expenses not covered above (Expenses 
grouped together and labeled miscellaneous may not exceed 5% of 
total expenses shown on line 25 below ) 

STUDIES, RESEARCH, AND 


6,053,701 








2 








3 


115,000 






4 








5 


9,112,310 








6 










7 


23,797,164 








8 


1,172,199 








9 


5,038,913 








10 


1,973,905 








11 










a 


101,203 








b 


2,704,868 








c 


898,765 








d 


1,445,133 








e 










f 


221,407 








g 


35,361,389 








12 


66,014,966 








13 


1,061,105 








14 


349,671 








15 










16 


4,380,578 








17 


3,263,140 








18 










19 


3,608,117 








20 










21 










22 


1,290,327 








23 


426,937 








24 










a 


16,034,176 








b 


NET PENSION EXPENSE 


5,518,569 








c 


NET PERIODIC RETIREMENT 


1,590,622 








d 


TELEPHONE 


546,235 








e 


UNRELATED BUSINESS INCO 


40,831 








f 


A II other expenses 


1,234,709 








25 


Total functional expenses. Add lines 1 through 24f 


193,355,940 








26 


Joint Costs. Check \~ if following SO P 98-2 Complete this 
line only ifthe organization reported in column (B)joint 
costs from a combined educational campaign and 
fundraising solicitation 











Form 990 (2008) 



Form 990 (2008) 



Page 11 



Balance Sheet 





l 

2 
3 
4 

5 

6 

7 
8 
9 
10a 

b 

11 
12 

13 

14 
15 

16 
17 
18 
19 
20 
21 
22 

23 
24 
25 
26 

27 
28 
29 

30 
31 
32 
33 
34 








(A) 

Beginning of year 




(B) 

End of year 








1 












37,371,241 


2 


36,393,474 












3 












3,902,808 


4 


4,200,863 




Receivables from current and former officers, directors, trustees, key employees or 

Receivables from other disqualified persons (as defined under section 4958(f)(1)) and 
persons described in section 4958(c)(3)(B) Complete Part II of Schedule L . 








5 








6 








7 












28,079 


8 


52,638 








V! 


998,982 


9 


1,216,074 


•*" 






< 


Land, buildings, and equipment cost basis 

Less accumulated depreciation Complete Part VI of 


10a 


14,966,557 


10,124,371 


10c 






10b 


5,270,852 


9,695,705 








55,376,657 


11 


60,088,168 




Investments— other securities See Part IV, line 1 1 Complete Part VII of 
Schedule D . . . 

Investments — program-related See Part IV, line 1 1 Complete Part VIII 
of Schedule D . 

Otherassets See Part IV, line 1 1 Complete Part IX of Schedule 
D 

Total assets. Add lines 1 through 15 (must equal line 34) 

Accounts payable and accrued expenses 

Payable to current and former officers, directors, trustees, key 
employees, highest compensated employees, and disqualified 








12 








13 








14 








15 






107,802,138 


16 


111,646,922 




18,530,342 


17 


18,603,890 






18 






19,306,821 


19 


16,169,068 






20 








21 








22 








Secured mortgages and notes payable to unrelated third parties 
Unsecured notes and loans payable .... 

Organizations that follow SFAS 117, check here ►■ p" and complete lines 27 
through 29, and lines 33 and 34. 

Organizations that do not follow SFAS 117, check here ►■ { and complete 
lines 30 through 34. 

Retained earnings, endowment, accumulated income, or other funds 








23 








24 






35,423,147 


25 


52,781,889 




73,260,310 


26 


87,554,847 


■/I 




27 




re 


34,541,828 


24,092,075 


(13 




28 








29 




3 
LL. 

O 




30 












31 








32 




W 

^ 


34,541,828 


33 


24,092,075 


107,802,138 


34 


111,646,922 



Part XI 



Financial Statements and Reporting 



1 Accounting method used to prepare the Form 990 I cash F" accrual | other 

2a Were the organization's financial statements compiled or reviewed by an independent accountant 7 . 

b Were the organization's financial statements audited by an independent accountant 7 

c If "Yes" to lines 2a or 2 b, does the organization have a committee that assumes responsibility for oversight of the 
audit, review, or compilation of its financial statements and selection of an independent accountant 7 . 

3a As a result ofa federal award, was the organization required to undergo an audit or audits as set forth in the 

Single Audit Act and OMB Circular A-133 7 

b If "Yes," did the organization undergo the required audit or audits 7 



2a 



2b 



2c 



3a 



3b 



Yes 



Yes 



Yes 



No 



No 



No 



Form 990 (2008) 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



I 



DLN: 93493317023859 



1 



SCHEDULE C 
(Form 990 or 
990-EZ) 

Department of the 
Treasury 
Internal Revenue 
Service 



Political Campaign and Lobbying Activities 

For Organizations Exempt From Income Tax Under section 501(c) and section 527 

To be completed by organizations described below. Attach to Form 990 or Form 990-EZ 



OMB No 1545-0047 



2008 



Open to Public 
Inspection 



If the organization answered "Yes," to Form 990, Part IV, Line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities) 

» Section 501(c)(3) organizations complete Parts l-A and B Do not complete Part l-C 

♦ Section 501(c) (other than section 501(c)(3)) organizations complete Parts l-A and C below Do not complete Part l-B 

» Section 527 organizations complete Part l-A only 

If the organization answered "Yes," to Form 990, Part IV, Line 4, or Form 990EZ, Part VI, line 47 (Lobbying Activities) 

» Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) complete Part ll-A Do not complete Part ll-B 

» Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part ll-B Do not complete Part ll-A 

If the organization answered "Yes," to Form 990, Part IV, Line 5 (Proxy Tax) 

» Section 501(c)(4), (5), or (6) organizations complete Part III 



Name of the organization 
AMERICAN PETROLEUM INSTITUTE 



Employer identification number 



13-0433430 



To be completed by all organizations exempt under section 501(c) and section 527 
organizations. (See the instructions for Schedule C for details.) 

1 Provide a description of the organization's direct and indirect political campaign activities in Part IV 

2 Political expenditures $ 

3 Volunteer hours 



To be completed by all organizations exempt under section 501(c)(3). (See the instructions 
for Schedule C for details.) 

1 Enter the amount of any excise tax incurred by the organization under section 49 55 $ 

2 Enter the amount of any excise tax incurred by organization managers under section 495 5 $ 

3 If the organization incurred in a section 495 5 tax, did it file Form 47 20 for this year 7 
4a Was a correction made 7 

b If "Yes," describe in Part IV 



4 

5 



f~ Yes 
f~ Yes 



f~ No 
f~ No 



To be completed by all organizations exempt under section 501(c), except section 501(c)(3). 

(See the instructions for Schedule C for details.) 

l 

2 



Enter the amount directly expended by the filing organization for section 527 exempt function activities 

Enter the amount of the filing organization's internal funds contributed to other organizations for section 
527 exempt funtion activities 

Total of direct and indirect exempt function expenditures Add lines 1 and 2 and enter here and on Form 
1120-POL, line 17b 

Did the filing organization file Form 1120-POL for this year 7 



TYe 



r~ no 



State the names, addresses and Employer Identification Number (EIN) of all section 527 political organizations to which payments 
were made Enter the amount paid and indicate if the amount was paid from the filing organization's own internal funds or were 
political contributions received and promptly and directly delivered to a separate political organization, such as a separate 
segregated fund or a political action committee (PAC) If additional space is needed, provide information in Part IV 



(a) Name 


(b) Address 


(c) EIN 


(d) Amount paid from 

filing organization's 

internal funds If none, 

enter -0- 


(e) Amount of political 
contributions received 

and promptly and 
directly delivered to a 

separate political 

organization Ifnone, 

enter -0- 































































For Paperwork Reduction Act Notice, see the instructions for Form 990. 



Cat No 50084S 



Schedule C (Form 990 or 990-EZ) 2008 



Schedule C (Form 990 or990-EZ)2008 



Page 2 



To be completed by organizations exempt under section 501(c)(3) that filed Form 5768 
(election under section 501(h)). (See the instructions for Schedule C for details.) 

A Check | if the filing organization belongs to an affiliated group 

B Check | if the filing organization checked box A and "limited control" provisions apply 



Limits on Lobbying Expenditures— 

(The term "expenditures" means amounts paid or incurred.) 



(a) Filing 

rganization's 

Totals 



(b) Affiliated 
Group 
Totals 



la Total lobbying expenditures to influence public opinion (grass roots lobbying) 

b Total lobbying expenditures to influence a legislative body (direct lobbying) 

c Total lobbying expenditures (add lines la and lb) 

d Other exempt purpose expenditures 

e Total exempt purpose expenditures (add lines lc and Id) 

f Lobbying nontaxable amount Enterthe amount from the following table in both 
columns — 

If the amount on line le, column (a) 

or (b) is: The lobbying nontaxable amount is: 

Not over $500,000 20% of the amount on line le 

Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 

Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 

Over $17,000,000 $1,000,000 



g Grassroots nontaxable amount (enter 25% of line If) 
h Subtract line lg from line la Enter -0- if line g is more than line a 
i Subtract line If from line lc Enter-0-iflmefis more than line c 



j Ifthere is an amount otherthan zero on either line lh or line li, did the organization file Form 4720 reporting 
section 4911 tax forthis year 7 



I - Yes f No 



4-Year Averaging Period Under Section 501(h) 

(Some organizations that made a section 501(h) election do not have to complete all of the five 

columns below. See the instructions for lines la through If of the instructions.) 

Lobbying Expenditures During 4-Year Averaging Period 



Calendar year (or fiscal year 
beginning in) 


(a) 2005 


(b) 2006 


(c) 2007 


(d) 2008 


(e) Total 


2a Lobbying non-taxable amount 












b Lobbying ceiling amount 

(150% of line 2a, column(e)) 












c Total lobbying expenditures 












d Grassroots non-taxable amount 












e Grassroots ceiling amount 
(150% of line d, column (e)) 












f Grassroots lobbying expenditures 













Schedule C (Form 990 or 990-EZ) 2008 



Schedule C (Form 990 or990-EZ)2008 



Page 3 



To be completed by organizations exempt under section 501(c)(3) that have NOT filed Form 
5768 (election under section 501(h)). (See the instructions for Schedule C for details.) 







(a) 


(b) 




Yes 


No 


Amount 


1 

a 


During the year, did the filing organization attempt to influence foreign, national, state or local 

legislation, including any attempt to influence public opinion on a legislative matter or 

referendum, through the use of 

Volunteers 7 

Paid staff or management (include compensation in expenses reported on lines c through i) 7 

Media advertisements 7 

Mailings to members, legislators, or the public 7 

Publications, or published or broadcast statements 7 

Grants to other organizations for lobbying purposes 7 

Direct contact with legislators, their staffs, government officials, or a legislative body 7 

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means 7 

Other activities If "Yes," describe in Part IV 

Total lines lc through 

li 

Did the activities in line 1 cause the organization to be not described in section 501(c)(3) 7 

If "Yes" enter the amount of any tax incurred under section 4912 

If "Yes" enter the amount of any tax incurred by organization managers under section 4912 

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year 7 








b 








c 








d 








e 








f 








g 








h 








i 








J 


, 




2a 




b 






c 




d 









To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or 
section 501(c)(6). (See the instructions for Schedule C for details.) 



1 Were substantially all (90% or more) dues received nondeductible by members 7 

2 Did the organization make only m-house lobbying expenditures of $2,000 or less 7 

3 Did the organization agree to carryover lobbying and political expenditures from the prior year 7 



Yes No 



Yes 



No 



No 



To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or 
section 501(c)(6) if BOTH Part lll-A, questions 1 and 2 are answered "No" OR if Part lll-A, 
question 3 is answered "Yes." (See the instructions for Schedule C for details.) 



3 
4 



Dues, assessments and similar amounts from members 

Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political 

expenses for which the section 527(f) tax was paid). 

Current Year 
Carryover from last year 

Total 

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess 
does the organization agree to carryoverto the reasonable estimate of nondeductible lobbying and political 
expenditure next year 7 
Taxable amount of lobbying and political expenditures (line 2c total minus 3 and 4) 



1 $ 



155,651,190 



2a $ 



42,325,323 



2b i 
271 

3 $ 



17,686,527 



60,011,850 



38,912,798 



4 $ 



21,099,052 



5 $ 



Part IV 



Supplemental Information 



Complete this part to provide the descriptions required for Part l-A, line 1, Part l-B, line 4, Part l-C, line 5, and Part ll-B, line li 
Also, complete this part for any additional information 



Identifier 


Return Reference 


Explanation 







































Schedule C (Form 990 or 990EZ) 2008 



Schedule C (Form 990 or990-EZ)2008 



Page 4 



E£R¥i?fl Supplemental Information 


Identifier 


Return Reference 


Explanation 





































































































































































Schedule C (Form 990 or 990EZ) 2008 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



DLN: 93493317023859 



1 



SCHEDULE D 

(Form 990) 



Department of the 
Treasury 
Internal Revenue 
Service 



Supplemental Financial Statements 

►■ Attach to Form 990. To be completed by organizations that 
answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. 



0MB No 1545-0047 



2008 



Open to Public 
Inspection 



Name of the organization 

AMERICAN PETROLEUM INSTITUTE 



Employer identification number 



13-0433430 



Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the 
organization answered "Yes" to Form 990, Part IV, line 6. 



a 
b 
c 
d 



4 

5 



(a) Donor advised funds 


(b) Funds and other accounts 



















1 Total number at end of year 

2 Aggregate Contributions to (during year) 

3 Aggregate Grants from (during year) 

4 Aggregate value at end of year 

5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised 
funds are the organization's property, subject to the organization's exclusive legal control 7 

6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be 
used only for charitable purposes and not for the benefit of the donor or donor advisor or other 
impermissible private benefit 7 



f Yes f No 
f~ Yes f~ No 



Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 



Purpose(s) of conservation easements held by the organization (check all that apply) 

| Preservation of land for public use (e g , recreation or pleasure) | Preservation of an historically importantly land area 

| Protection of natural habitat I Preservation of certified historic structure 

| Preservation of open space 

Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement 
on the last day of the tax year 



Held at the End of the Year 



2b 



2c 



Total number of conservation easements 2a 

Total acreage restricted by conservation easements 

Number of conservation easements on a certified historic structure included in (a) 

Number of conservation easements included in (c) acquired after 8/17/06 
N umber of conservation easements modified, transferred, released, extinguished, or terminated by the organization during 
the taxable year ►■ 



2d 



Number of states where property subject to conservation easement is located ►■ 

Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and 
enforcement of the conservation easements it holds 7 

Staff or volunteer hours devoted to monitoring, inspecting and enforcing easements during the year ►■ 

Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year ►■ $ 

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 
170(h)(4)(B)(i) and 170(h)(4)(B)(n) 7 



TYe 



r~ no 



TYe 



r~ no 



In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and 
balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes 
the organization's accounting for conservation easements 

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. 

Complete if the organization answered "Yes" to Form 990, Part IV, line 8. 

la If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of 

art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service, 
provide, in Part XIV, the text of the footnote to its financial statements that describes these items 

b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art, 
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, 
provide the following amounts relating to these items 

(■) Revenues included in Form 990, Part VIII, line 1 ►■ $ 

(■■) Assets included in Form 990, Pa rtX ► $ 

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the 
following amounts required to be reported under SFAS 116 relating to these items 

a Revenues included in Form 990, Part VIII, line 1 ►■ $ 

b Assets included in Form 990, Part X ► $ 



For Paperwork Reduction Act Notice, see the Int ructions for Form 990 



Cat No 52283D 



Schedule D (Form 990) 2008 



Schedule D (Form 990) 2008 



Page 2 



fTBTm Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 



3 Using the organization's accession and other records, check any of the following that are a significant use of its collection 
items (check all that apply) 

a I - Public exhibition d H Loan or exchange programs 

b | Scholarly research e | Other 

c | Preservation for future generations 

4 Provide a description ofthe organization's collections and explain how they furtherthe organization's exempt purpose in 
Part XIV 



c 
d 
e 
f 
2a 
b 



During the year, did the organization solicit or receive donations of art, historical treasures or other similar 
assets to be sold to raise funds ratherthan to be maintained as part ofthe organization's collection 7 



TYe 



f~ No 



Trust, Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, 
Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 

la 



Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not 
included on Form 990, Part X? 

b If "Yes," explain why in Part XIV and complete the following table 



TYe 



r~ no 



Beginning balance 

Additions during the year 

Distributions during the year 

Ending balance 

Did the organization include an amount on Form 990, Part X, line 21 ? 

If "Yes," explain the arrangement in Part XIV 





Amount 


lc 




Id 




le 




If 





TYe 



r~ no 



Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. 



(a)Current Year | (b)PnorYear | (c)Two Years Back | (d)Three Years Back | (e)Four Years Back 



la Beginning of year balance .... 

b Contributions 

c Investment earnings or losses 

d Grants or scholarships 

e Other expenditures for facilities 

and programs 

f Administrative expenses .... 

g End of year balance 

2 Provide the estimated percentage ofthe year end balance held as 

a Board designated or quasi-endowment ►■ 

b Permanent endowment ►■ 

c Term endowment ►■ 
3a A re there endowment funds not in the possession ofthe organization that are held and administered for the 
organization by 
(i) unrelated organizations 

(ii) related organizations 

b If "Yes" to 3 a (i i ), are the related organizations listed as required on Schedule R ? 

4 Describe in Part XIV the intended uses ofthe organization's endowment funds 





Yes 


No 


3a(i) 






3a(ii) 






3b 







Tl* 1 Investments— Land, Buildings, and Equipment. See Form 990, Part X, line 10. 


Description of investment 


(a) Cost or other 
basis (investment) 


(b)Cost or other 
basis (other) 


(c) Depreciation 


(d) Book value 

























7,907,044 


1,434,016 


6,473,028 






5,875,914 


2,935,615 


2,940,299 


e Other 




1,183,599 


901,221 


282,378 


Total. Add lines la-le (Column (d) should equal Form 990, Part X, column (B), line 10(c).) 


. . ► 


9,695,705 



Schedule D (Form 990) 2008 



Schedule D (Form 990) 2008 

mrt^TT ] Investments— Other Securities. See Form 990, Part X, line 12. 



Page 3 



(a) Description ofsecunty orcateory 
(including name of security) 


(b)Book value 


(c) Method of valuation 
Cost or end-of-year market value 


Financial derivatives and other financial products 






Closely-held equity interests 






Other 




























































Total. (Column (b) should equal Form 990, Part X, col (B) line 12 ) *" 







Part VIII 


Investments— Program Related. See Form 990, Part X, line 13. 


(a) Description of investment type 


(b) Book value 


(c) Method of valuation 
Cost or end-of-year market value 






























































Total. (Column (b) should equal Form 990, Part X, col (B) line 13 ) *" 







Part IX 



Other Assets. See Form 990, Part X, line 15. 



(a) Description 



(b) Book value 



Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.) 



Part X 



Other Liabilities. See Form 990, Part X, line 25. 



(a) Description of Liability 



Federal Income Taxes 



ACCRUED PENSION LIABILITY 



SUPPLEMENTAL BENEFIT PLANS 



POSTRETIREMENT BENEFITS OTHERTHAN PENSION 



Total. (Column (b) should equal Form 990, Part X, col (B) line 25) p. 



(b) A mount 



35,347 



30,978,737 



2,113,597 



19,654,208 



52,781,889 



In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for 
uncertain tax positions under FIN 48 



Schedule D (Form 990) 2008 



Schedule D (Form 990) 2008 



Page 4 



Reconciliation of Change in Net Assets from Form 990 to Financial Statements 



l 

2 
3 
4 
5 
6 
7 
8 
9 
10 



Total revenue (Form 990, Part VIII, column (A), line 12) 

Total expenses (Form 990, Part IX, column (A), line 25) 

Excess or (deficit) forthe year Subtract line 2 from line 1 

Net unrealized gains (losses) on investments 

Donated services and use of facilities 

Investment expenses 

Prior period adjustments 

Other (Describe in Part XIV) 

Total adjustments (net) Add lines 4-8 

Excess or (deficit) for the year per financial statements Combine lines 3 and 9 



10 



203,962,568 



193,355,940 



10,606,628 



492,572 



-21,548,953 



-21,056,381 



-10,449,753 



Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 



1 Total revenue, gains, and other support per audited financial 
statements 

2 Amounts included on line 1 but not on Form 990, Part VIII, line 12 

a Net unrealized gains on investments 

b Donated services and use of facilities 

c Recoveries of prior year grants 

d Other (Describe in Part XIV) 

e Add lines 2a through 2d 

3 Subtract line 2efrom line 1 

4 Amounts included on Form 990, Part VIII, line 12, but not on line 1 
a Investment expenses not included on Form 990, Part VIII, line 7b 

b Other (Describe in Part XIV) 

c Add lines 4a and 4b 



2a 



2b 



2c 



2d 



492,572 



4a 



4b 



221,407 



Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 ) 



2e 



4c 



204,233,733 



492,572 



203,741,161 



221,407 



203,962,568 



Part XIII 



Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 



1 Total expenses and losses per audited financial statements 

2 Amounts included on line 1 but not on Form 990, Part IX, line 25 

Donated services and use of facilities 

Prior year adjustments 

Losses reported on Form 990, Part IX, line 25 

Other (Describe in Part XIV) 

Add lines 2a through 2d 

Subtract line 2efrom line 1 

Amounts included on Form 990, Part IX, line 25, but not on line 1: 
Investment expenses not included on Form 990, Part VIII, line 7b 

Other (Describe in Part XIV) 

Add lines 4a and 4b 



a 
b 

c 
d 

e 



2a 



2b 



2c 



2d 



21,548,953 



3 
4 



a 
b 

c 



4a 



4b 



221,407 



Total expenses Add lines 3 and 4c. (This should equal Form 990, Part I, line 18 ) 



2e 



4c 



214,683,486 



21,548,953 



193,134,533 



221,407 



193,355,940 



Part XIV 



Supplemental Information 



Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part XIV, lines lb and 2b, 
Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b 



Identifier 


Return Reference 


Explanation 













































Schedule D (Form 990) 2008 



Schedule D (Form 990) 2008 



Page 5 



mJH+.+vM supplemental intormationfconr/nued; 


Identifier 


Return Reference 


Explanation 





































































































































































Schedule D (Form 990) 2008 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



DLN: 93493317023859 



1 



SCHEDULE F 
(Form 990) 



Department of the 
Treasury 
Internal Revenue 
Service 



Statement of Activities Outside the United States 



► Attach to Form 990. Complete if the organization answered "Yes" to 
Form 990, Part IV, line 14b. 



OMB No 1545-0047 



2008 



Open to Public 
Inspect ion 



Name of the organization 

AMERICAN PETROLEUM INSTITUTE 



Employer identification number 



13-0433430 



General Information on Activities Outside the United States. Complete if the organization answered 
"Yes" to Form 990, Part IV, line 14b. 

1 For grantmakers. Does the organization maintain records to substantiate the amount of the grants or 
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award 

the grants or assistance p* Yes f No 

2 For grantmakers. Describe in Part IV the organization's procedures for monitoring the use of grant funds outside the 
United States 



3 Activites per Region (U 


se Schedule F- 1 


(Form 990) if additional space is needed ) 






(a) Region 


(b) N umber of 

offices in the 

region 


(c) N umber of 

employees or 

agents in region 


(d) Activities conducted in 

region (by type) (i e , 

fundraising, program services, 

grants to recipients located in 

the region) 


(e) If activity listed in (d) 

is a program service, 

describe specific type of 

service(s) in region 


(f) Total expenditures in 
region 


EAST ASIA AND THE 
PACIFIC 


1 


2 


PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


1,012,693 


EAST ASIA AND THE 
PACIFIC 


1 


2 


PROGRAM SERVICES 


SCIENTIFIC RESEARCH 


144,721 


EUROPE 








GRANTS TO 
RECIPIENTS 




115,000 


EUROPE 








PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


618,589 


MIDDLE EAST &N AFRICA 








PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


58,331 


NORTH AMERICA 








PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


148,516 


RUSSIAN AND THE NIS 








PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


43,738 


SOUTH AMERICA 








PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


56,308 


SOUTH ASIA 








PROGRAM SERVICES 


CERTIFICATION 
PROGRAMS 


35,203 


































































































Totals ► 


2 


4 






2,233,099 



For Paperwork Reduction Act Notice, see the instructions for Form 990. 



Cat No 50082W 



Schedule F (Form 990) 2008 



Schedule F (Form 990) 2008 



Page 2 



Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, 

Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 >- f 

Use Schedule F-l if additional space is needed. 



(a) Name of 
organization 



(b) IRS code 

section 

and EIN (if 

applicable) 



(c) Region 



(d) Purpose of 
grant 



(e) A mount of 
cash grant 



(f ) M anner of 

cash 
disbursement 



(g) A mount of 
of non-cash 
assistance 



(h) Description 
of non-cash 
assistance 



(i) Method of 

valuation 

(book, FMV, 

appraisal, other) 



EUROPE 



SCI RSCH 



100,000 



WIRE XFER 



N/A 



N/A 



EUROPE 



SCI RSCH 



15,000 



WIRE XFER 



N/A 



N/A 



Enter total number of organizations that are recognized as chanties by the foreign country or for which the grantee or counsel 
has provided a section 501(c)(3) equivalency letter ► 



Enter total number of other organizations or entities 



Schedule F (Form 990) 2008 



Page 3 



Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16. 
Use Schedule F-l (Form 990) if additional space is needed. 



(a) Type of grant or 
assistance 



(b) Region 



(c) N umber of 
recipients 



(d) A mount of 
cash grant 



(e) M anner of cash 
disbursement 



(f ) A mount of non- 
cash 
assistance 



(g) Description 
of non-cash 
assistance 



(h) Method of 

valuation 

(book, FMV, 

appraisal, other) 



Schedule F (Form 990) 2008 



Schedule F (Form 990) 2008 



Page 4 



Supplemental Information 

Complete this part to provide the information required in Part I, line 2, and any other additional information. 



Identifier 


ReturnReference 


Explanation 


Procedure for Monitoring Grants 
Outside the U S 




Schedule F, Part I, Line 2 ALLGRANTSAREASSIGNEDAN 
API STAFF MEMBER AS THE CONTRACT OFFICER THE 
CONTRACT'S OFFICER'S RESPONSIBILITIES INCLUDE 
MONITORING THE ACTIVITIES OF GRANTEES, AS WELL AS 
RECEIPT AND REVIEW OF PERIODIC PROGRESS REPORTS 


Method Used to Acccount for 
Expenditures 




Schedule F, Part I, Line 3 API'S CERTIFICATION PROGRAMS 
INCLUDE LICENSING OF MANUFACTURERS AND 
INDIVIDUALS THROUGHOUT THE WORLD AUDITS OF 
MANUFACTURERS ARE CONDUCTED THROUGH 
INDEPENDENT CONTRACTORS, WHICH ARE PRIMARILY 
COORDINATED THROUGH A U S -BASED ENTITY THE 
EVALUATION AND GRANT OF LICENSES IS CONDUCTED AT 
API'S HEADQUARTERS IN WASHINGTON, D C SIMILARLY, 
API'S INDIVIDUAL CERTIFICATION EXAMINATIONS ARE 
OFFERED AT VARIOUS WORLD-WIDE LOCATIONS, 
PROCTORED BY A U S -BASED INDEPENDENT 
CONTRACTOR THE EXAMINATION RESULTS AND 
CERTIFICATIONS A RE ALSO EVALUATED AND A WARD ED AT 
API'S HEADQUARTERS IN WASHINGTON, D C 

























































































































































Schedule F (Form 990) 2008 



Additional Data 



Return to Form 



Software ID 

Software Version 

EIN 

Name 



13-0433430 

AMERICAN PETROLEUM INSTITUTE 



Form 990 Schedu 


le F Part II - 


Grants and Other Assistance to Organizations or Entities Outside Th 


e United States 






(a) Name of 
organization 


(b) IRS code 

section 

and EIN (if 

applicable) 


(c) Region 


(d) Purpose of 
grant 


(e) A mount of 
cash grant 


(f) Manner of 
cash disbursement 


(g) A mount of non- 
cash 
assistance 


(h) Description of 

non-cash 

assistance 


(i) Method of 

valuation 

(book, FMV, 

appraisal, other) 




EUROPE 


SCI RSCH 


100,000 


WIRE XFER 





N/A 


N/A 


EUROPE 


SCI RSCH 


15,000 


WIRE XFER 





N/A 


N/A 



lefile GRAPHIC print - DO NOT PROCESS | As Filed Data - | 



DLN: 93493317023859 



Schedule I 






0MB No 1545-0047 


(Form 990) 


Grants and Other Assistance to Organizations, 
Governments and Individuals in the U.S. 

Complete if the organization answered "Yes," on Form 990, Part IV, lines 21 or 22. Attach to Form 990. 


2008 


Department of the Treasury 
Internal Revenue Service 


Open to Public 
Inspect ion 


Name of the organization 

AMERICAN PETROLEUM INSTITUTE 


Employer identification number 

13-0433430 



General Information on Grants and Assistance 



1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and 
the selection criteria used to award the grants or assistance 7 

2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States 



F Ye 



f~ No 



Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" on 
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use 
Part IV and Schedule 1-1 if additional space is 
needed ► f 



1(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of valuation 

(book, FMV, appraisal, 

other) 


(g) Description of 
non-cash assistance 


(h) Purpose of grant 
or assistance 


See Additional Data Table 

































































































































































































2 Enter total number of section 50 1(c)(3) and government 
organizations 

3 Enter total number of other organizations 



66 



33 



For Paperwork Reduction Act Notice, see the Instructions for Form 990. 



Cat No 50055P 



Schedule I (Form 990) 2008 



Schedule I (Form 990) 2008 



Page 2 



Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. 
Use Schedule 1-1 (Form 990) if additional space is needed. 



(a)Type of grant or assistance 


(b)N umber of 
recipients 


(c)A mount of 
cash grant 


(d)A mount of 
non-cash assistance 


(e) Method of valuation 

(book, FMV, appraisal, 

other) 


(f )Descnption of non-cash assistance 























































































Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. 



See Additional Data Table 



Identifier 


Return Reference 


Explanation 


Procedure for Monitoring 
Grants in the U S 


Part I, Line 2 


ScheduleI,PartI,Lme2 ALLGRANTSAREASSIGNEDANAPISTAFFMEMBERASTHECONTRACTOFFICERTHE 
CONTRACT OFFICER'S RESPONSIBILITIES INCLUDE MONITORING THE ACTIVITIES OF GRANTEES, AS WELL AS 
THE RECEIPT AND REVIEW OF PERIODIC PROGRESS REPORTS 































































Schedule I (Form 990) 2008 



Additional Data 



Return to Form 



Software ID 

Software Version 

EIN 

Name 



13-0433430 

AMERICAN PETROLEUM INSTITUTE 



Form 990, Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States 




(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of valuation 

(book, FMV, appraisal, 

other) 


(g) Description of 
non-cash assistance 


(h) Purpose of grant 
or assistance 


American Highway Users 
AlhancellOl 14TH ST NW 
STE 750 

WASHINGTON, DC 
200055608 


53-0186334 


501(C)6 


25,000 





N/A 


N/A 


ENERGY EDUCATION 


American Chemistry Council 
Incl300 WILSON BLVD 
ARLINGTON, VA 
222092323 


53-0104410 


501(C)6 


17,500 





N/A 


N/A 


PUBL HEALTH 
FORUM 


A men can Council for Capital 
Formationl750 K ST NW 
WASHINGTON, DC 
200062305 


52-1091172 


501(C)6 


100,000 





N/A 


N/A 


ENERGY POLICY 
RESEARCH 


American Enterprise 
Institute!. 150 17TH ST NW 
WASHINGTON, DC 
200364603 


53-0218495 


501(C)3 


35,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


American GI Foruml44 I ST 
NW 

WASHINGTON, DC 
200050000 


77-0632503 


501(C)3 


25,000 





N/A 


N/A 


ENERGY EDUCATION 


American Legislative 
Exchange CouncilllOl 
VERMONT AVE NW FL 11 
WASHINGTON, DC 
200053515 


52-0140979 


501(C)3 


38,000 





n/A 


n/A 


ENERGY EDUCATION 


American Oil & Gas Hist 
SocIPAA Ed Fdtnl201 15TH 
ST NW 

WASHINGTON, DC 
200052842 


52-1849282 


501(C)3 


5,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


A men can Tort Reform Assc 
1101 CONNECTICUT AVE 
NW STE 40 
WASHINGTON, DC 
200364303 


52-1464785 


501(C)6 


15,000 





N/A 


N/A 


LAW REVIEW 
ARTICLE SUPPORT 


A men cans for Prosperity 
1726 M ST FLR 10 
WASHINGTON, DC 
200364502 


75-3148958 


501(C)4 


30,000 





N/A 


N/A 


ENERGY EDUCATION 


Americans forTax Reformln 
Care of HALT THRASHER 
AND 

BUZAS/4TH FL 
WASHINGTON, DC 
200050000 


52-1403587 


501(C)4 


375,000 





N/A 


N/A 


ENERGY EDUCATION 



Form 990, Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United State 


5 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


America's WETLAND 
Foundation228 ST 
CHARLES AVE 
NEW ORLEANS, LA 
701302601 


30-0192739 


501(C)3 


50,000 





N/A 


N/A 


ENERGY 
EDUCATION 


Asian Pacific American 
Institute for Congressional 
StudieslOOl CONN AVE 
NW STE 835 
WASHINGTON, DC 
200365504 


52-1917903 


501(C)3 


5,000 





N/A 


N/A 


ENERGY 
EDUCATION 


The Bryce Harlow 
Foundationl701 
PENNSYLVANIA AVE NW 
STE 400 

WASHINGTON, DC 
200065810 


52-1266620 


501(C)3 


5,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Center for Excellence in 

Education8201 

GREENSBORO DR STE 

215 

MCLEAN, VA 221023813 


52-1256563 


501(C)3 


10,000 





N/A 


N/A 


ENERGY 
EDUCATION 


Center for Legislative 
Energy and Environmental 
Research5400 LBJ 
FREEWAY 985 
DALLAS, TX 752406252 


75-2351673 


501(C)4 


5,000 





N/A 


N/A 


ENERGY 
EDUCATION 


Citizens Against 
Government Wastel301 
PENNSYLVANIA AVE NW 
STE 1075 
WASHINGTON, DC 
200041701 


52-1363952 


501(C)3 


25,000 





N/A 


N/A 


GENERAL SUPPORT 


Citizens to Protect 
Pennsylvania Jobs417 
WALNUT ST 
HARRISBURG,PA 
171011918 


32-0236838 


501(C)4 


20,000 





N/A 


N/A 


ENERGY 
EDUCATION 


Coloradans ForA Stable 

Economyc/o RICHARD 

EVANS 1717 DOWNING 

ST 

DENVER, CO 80218 


26-2466177 


CO Issue 
Committee 


200,000 





N/A 


N/A 


ENERGY 

LEGISLATION 

SUPPORT 


Common Ground Alliance 
1421 PRINCE STE STE 
410 

ALEXANDRIA, VA 
223140000 


41-1984081 


501(C)3 


10,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


THE CONGRESSIONAL 
SPORTSMENS CAUCUS 
FOUNDATION1730 K ST 
NW STE 1300 
WASHINGTON, DC 
200060000 


52-1686163 


501(C)3 


6,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 



Form 990, Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in 


the United State 


S 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of 
cash grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


Consensus Building 
Institute238 MAIN ST 
STE 400 

CAMBRIDGE, MA 
021421016 


04-3186073 


501(C)3 


40,000 





N/A 


N/A 


U S -MUSLIM 

ENGAGEMENT 

PROJECT 


Consumer Energy Alliance 
2211 NORFOLK ST STE 
614 

HOUSTON, TX 
770984044 


26-1658339 


501(C)4 


30,000 





N/A 


N/A 


ENERGY 
EDUCATION 


Democratic Governors 
Associationl401 K Street 
NW STE 200 
WASHINGTON, DC 
20005 


52-1304889 


SEC 527 


50,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Energy Policy Research 
Foundationl031 31ST ST 
NW 

WASHINGTON, DC 
200074401 


13-1512139 


501(C)6 


60,000 





N/A 


N/A 


ENERGY POLICY 
RESEARCH 


Environmental Council of 
States444 N CAPITOL ST 
NW STE 305 
WASHINGTON, DC 
200011529 


36-3962169 


501(C)3 


20,000 





N/A 


N/A 


ENERGY 

REGULATION 

RESEARCH 


Foundation to ERADICATE 
DUCHENNEPO BOX 2371 
ALEXANDRIA, VA 
223010371 


71-0874241 


501(C)3 


10,000 





N/A 


N/A 


GENERAL SUPPORT 


Foreign Policy Association 
470 PARK AVE S FRNT 2 
NEW YORK, NY 
100166819 


13-1624007 


501(C)3 


15,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


FREEDOMWORKS INC601 
PENNSYLVANIA AVE NW 
700 

WASHINGTON, DC 
200042601 


52-1349353 


501(C)4 


75,000 





N/A 


N/A 


GENERAL SUPPORT 


Friends of New O rleans 
4536 25TH RD N 
Arlington, VA 222074102 


20-5309020 


501(C)3 


35,000 





N/A 


N/A 


EVENT SUPPORT 


The Fund for Peacel720 
EYE ST 7TH FLOOR 
WASHINGTON, DC 
200063707 


13-2550978 


501(C)3 


15,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 



Form 990, Schedule I, 


Part II, Grants and Other Assistance to Governments and Organizations in 


the United States 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


Ground Water Protection 
Councill3308 N 
MACARTHUR BLVD 
OKLAHOMA CITY, OK 
731423021 


73-1210455 


501(C)6 


57,500 





N/A 


N/A 


ENERGY POLICY 
RESEARCH 


HISPANIC ALLIANCE 
FOR PROGRESS 
INSTITUTE INC807 
BRAZOS ST STE 306 
Austin, TX 787012508 


20-0803586 


501(C)3 


25,000 





N/A 


N/A 


GENERAL SUPPORT 


Health Effects Institute 
101 FEDERAL ST STE 
500 

BOSTON, MA 
021101817 


04-2708045 


501(C)3 


455,000 





N/A 


N/A 


PETRO-CHEMICAL 
HEALTH EFFECTS 
RESEARCH 


Hispanic College Fund Inc 
1301 K STREET STE 
450A 

WASHINGTON, DC 
200053317 


52-1809680 


501(C)3 


5,000 





N/A 


N/A 


EVENT SUPPORT 


Ind Petroleum Assn of 
Mountain States (IPAMS) 
410 17TH ST STE 700 
DENVER, CO 
802024469 


84-0700841 


501(C)6 


20,000 





N/A 


N/A 


ENVIRONMENTAL 
RESEARCH 


Independent Petroleum 
Assn ofAmencal201 
15TH ST NW 300 
WASHINGTON, DC 
200052842 


73-0296927 


501(C)6 


27,356 





N/A 


N/A 


ENERGY 
EDUCATION 


Institute For Energy 
Research6219 OLYMPIA 
DR 

HOUSTON, TX 
770573527 


76-0149778 


501(C)3 


60,000 





N/A 


N/A 


ENERGY POLICY 
RESEARCH 


Institute for Policy 
Innovationl660 S 
STEM MO NS FWY 
LEWISVILLE,TX 
750670600 


75-2158093 


501(C)3 


10,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Jobs for A menca's 
Graduatesl729 KING ST 
STE 100 
alexandna, V A 
223142742 


52-1194546 


501(C)3 


10,000 





n/A 


n/A 


EVENT 
SPONSORSHIP 


Jefferson Island Club 
5228 BALTIMORE AVE 
Bethesda, MD 
208163001 


53-0192251 


501(C)7 


10,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 



Form 990, Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United State 


5 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


Lovelace Respiratory 
Research Institute2425 
RIDGECREST DR SE 
ALBUQUERQUE, NM 
871085129 


85-0110669 


501(C)3 


75,000 





N/A 


N/A 


PETRO-CHEMICAL 
HEALTH EFFECTS 
RESEARCH 


March of Dimes Foundation 
1275 MAMARONECK AVE 
White Plains, NY 
106055201 


13-1846366 


501(C)3 


10,000 





N/A 


N/A 


GENERAL SUPPORT 


Massachusetts Institute of 
Technology77 
MASSACHUSETTS AVE 
CAMBRIDGE, MA 
021394301 


04-2103594 


501(C)3 


15,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Meridian International 
Centerl630 CRESCENT 
PL NW 

WASHINGTON, DC 
200094004 


53-0259663 


501(C)3 


5,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Montana Department of 
Environmental Quality 
1520 E Sixth Avenue 
HELENA, MT 596200901 


81-0302402 


SEC 115 


15,658 





N/A 


N/A 


PETRO-CHEMICAL 
RESEARCH 


NATL ASSN OF 

REGULATORY UTILITY 

COMMISSIONERS1101 

VERMONT AVE NW STE 

200 

WASHINGTON, DC 

200053553 


53-0204609 


501(C)4 


50,000 





N/A 


N/A 


ENERGY POLICY 
RESEARCH 


National Association of 
Manufacture rsl331 
PENNSYLVANIA AVE NW 
STE 600 

WASHINGTON, DC 
200041751 


13-1084330 


501(C)6 


1,163,650 





N/A 


N/A 


NAAQS 
COALITION 


National Association of 
Neighborhoodsl300 
PENNSYLVANIA AVE NW 
STE 700 

WASHINGTON, DC 
200043024 


23-7148216 


501(C)3 


5,000 





N/A 


N/A 


GENERAL SUPPORT 


NATIONAL CONFERENCE 
OF BLACK MAYORS101 
MARIETTA ST 
ATLANTA, GA 
303032720 


23-7407671 


501(C)3 


30,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


National Chamber 
Foundationl615 H ST NW 
WASHINGTON, DC 
200620001 


52-6073268 


501(C)3 


10,000 





N/A 


N/A 


GENERAL SUPPORT 



Form 990, Schedule I, 


Part II, Grants and Other Assistance to Governments and Organizations in 


the United States 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


National Conference of 
Black MayorslOl 
MARIETTA ST 
ATLANTA, GA 
303032720 


23-7407671 


501(C)3 


10,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


National Foreign Trade 
Councill625 K ST NW 
FLOOR 2 SUITE 200 
WASHINGTON, DC 
200061671 


13-5266965 


501(C)6 


15,000 





N/A 


N/A 


USA ENGAGE 
UNILATERAL 
SANCTIONS 
PROJECT 


National M anne 

Sanctuary Foundation 

8601 GEORGIA AVE 

STE 501 

SILVER SPRING, MD 

209103439 


94-3370994 


501(C)3 


30,000 





N/A 


N/A 


ENERGY 
EDUCATION 


National Taxpayers Union 
108 N ALFRED STREET 
ALEXANDRIA, VA 
223143053 


52-1009116 


501(C)4 


100,000 





N/A 


N/A 


ENERGY POLICY 
EDUCATION 


National Conference of 

State Legislatures444 

North Capitol Street NW 

Suite 

515 

WASHINGTON, DC 

20001 


84-0772595 


SEC 527 


9,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Nebraska Ethanol Board 
301 Centennial Mall S 4 
LINCOLN, NE 
685082529 


47-0491233 


SEC 115 


25,000 





N/A 


N/A 


PETRO-CHEMICAL 

ENVIRONMENTAL 

RESEARCH 


North American Metals 
Councill203 19TH ST 
NW STE 300 
WASHINGTON, DC 
200362471 


20-1320884 


501(C)6 


10,000 





N/A 


N/A 


PETRO-CHEMICAL 

ENVIRONMENTAL 

RESEARCH 


Northwestern University 
633 CLARK ST 
Evanston, IL 
602080001 


36-2167817 


501(C)3 


40,000 





N/A 


N/A 


CIVIL JUSTICE 
ISSUES 


Offshore Energy Center 
200 N DAIRY ASHFORD 
ST STE 6220 
HOUSTON, TX 
770791101 


76-0280571 


501(C)3 


10,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Petroleum Association of 
Wyoming951 WERNER CT 
STE 100 
CASPER, WY 
826011351 


83-0325299 


501(C)6 


80,000 





N/A 


N/A 


ENERGY 

DEVELOPMENT 

RESEARCH 



Form 990, Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in 


the United State 


5 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


Pipeline Research Council 
1401 WILSON BLVD STE 
1101 

ARLINGTON, VA 
222092318 


52-2202924 


501(C)6 


17,500 





N/A 


N/A 


PIPELINE SAFETY 
RESEARCH 


Rebuilding Togetherl899 
L ST NW STE 1000 
WASHINGTON, DC 
200363810 


52-1585880 


501(C)3 


551,312 





N/A 


N/A 


ENERGY EFFICIENT 
HOMES 


Rebuilding Together 
Oakland2619 BROADWAY 
RM 306 
OAKLAND, CA 
946123107 


94-3213325 


501(C)3 


5,500 





N/A 


N/A 


ENERGY EFFICIENT 
HOMES 


Rebuilding Together 
HartfordPO BOX 230295 
HARTFORD, CT 
061230295 


06-1418008 


501(C)3 


50,000 





N/A 


N/A 


ENERGY EFFICIENT 
HOMES 


CLIMATE ACTION 

RESERVE523 WEST 6TH 

STREET 

LOS ANGELES, CA 

900141217 


68-0477330 


501(C)3 


7,500 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Republican Governors 
Associationl747 
Pennsylvania Ave NW 
Suite 250 

WASHINGTON, DC 
20006 


11-3655877 


SEC 527 


5,000 





N/A 


N/A 


GENERAL SUPPORT 


William M arsh Rice 
UniversityPO BOX 1892 
HOUSTON, TX 
772511892 


74-1109620 


501(C)3 


25,000 





N/A 


N/A 


GRADUATE 
FELLOWSHIP 


RUTGERS THE STATE 
UNIVERSITY160 
FRELINGHUYSEN RD 
PISCATAWAY,NJ 
088548020 


22-6001086 


501(C)3 


80,000 





N/A 


N/A 


BENZINE 
SYMPOSIUM 


Small Business A nd 
Entrepreneurship Council 
2944 HUNTER MILL RD 
OAKTON,VA 
221241761 


36-3756240 


501(C)4 


25,000 





n/A 


n/A 


GENERAL SUPPORT 


Stanford U niversity450 
SERRA MALL 
STANFORD, CA 
943052004 


94-1156365 


501(C)3 


15,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 



Form 990, Schedule I, 


Part II, Grants and Other Assistance to Governments and Organizations in 


the United State 


S 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


STATE REVIEW OF OIL 
AND NATURAL GAS ENV 
REGS13308 N 
MACARTHUR BLVD 
OKLAHOMA CITY, OK 
731423021 


31-1666039 


501(C)3 


75,000 





N/A 


N/A 


GENERAL SUPPORT 


The A mencan 
Conservative Unionl007 
CAMERON ST 
ALEXANDRIA, VA 
223142426 


52-0810813 


501(C)4 


33,500 





N/A 


N/A 


GENERAL SUPPORT 


The Aspen InstitutePO 

BOX 222 

Q ueenstown, M D 

216580222 


84-0399006 


501(C)3 


5,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


The Fund for American 
Studiesl706 NEW 
HAMPSHIRE AVE NW 
WASHINGTON, DC 
200092502 


13-6223604 


501(C)3 


10,000 





N/A 


N/A 


SCHOLARSHIP 


The Heartland Instituted 
SOUTH LASALLE STE 
903 

CHICAGO, IL 
606031427 


36-3309812 


501(C)3 


25,000 





N/A 


N/A 


ENERGY 
EDUCATION 


JAMES MADISON 
INSTITUTE FOR PUBLIC 
POLICY STUDIESPO 
BOX 37460 
TALLAHASSEE, FL 
323157460 


59-2811908 


501(C)3 


30,000 





N/A 


N/A 


GENERAL SUPPORT 


NATIONAL 

CONFERENCE OF STATE 
SOCIETIES 

WASHINGTON DC10518 
PINE HAVEN TER 
Rockville, MD 
208523435 


52-0216454 


501(C)4 


5,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


The Keystone Centerl628 
SAINT JOHN RD 
KEYSTONE, CO 
804357714 


84-0688506 


501(C)3 


45,500 





N/A 


N/A 


ENERGY 
EDUCATION 


The Mercatus Centerlnc 
6196 OXON HILL ROAD 
FAIRFAX, VA 
220300000 


54-1436224 


501(C)3 


25,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


60-PLUS ASSOCIATION 
INC515 KING STREET 
A lexandna, V A 
223143157 


54-1564919 


501(C)4 


143,000 





N/A 


N/A 


ENERGY 
EDUCATION 



Form 990, Schedule I, 


Part II, Grants and Other Assistance to Governments and Organizations in 


the United State 


S 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


The University ofTexas at 
AustmPO Box 7458 
AUSTIN, TX 78713 


74-6000203 


SEC 115 


6,500 





N/A 


N/A 


ENERGY 
EDUCATION 


The Woodrow Wilson 
International Centerfor 
Scholarsl300 
PENNSYLVANIA 
AVENUE NW 
WASHINGTON, DC 
200043027 


52-1067541 


501(C)3 


5,000 





N/A 


N/A 


ENERGY ISSUES 


Third Wayl025 
CONNECTICUT AVE NW 
STE 501 

WASHINGTON, DC 
200365422 


20-1734070 


501(C)4 


40,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Tread Lightlylnc298 
24TH ST STE 325C 
OGDEN,UT 844011482 


87-0481456 


501(C)3 


25,000 





N/A 


N/A 


GENERAL SUPPORT 


Tn-State Bird Rescue And 
Research Incl 10 
POSSUM HOLLOW RD 
NEWARK, DE 
197113910 


51-0265807 


501(C)3 


7,500 





N/A 


N/A 


EVENT 
SPONSORSHIP 


US Chamber of Commerce 
1615 H ST NW 
WASHINGTON, DC 
200620001 


53-0045720 


501(C)6 


50,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


United States Hispanic 
Chamber Commercel424 
K ST NW STE 400 
WASHINGTON, DC 
200052419 


43-1249249 


501(C)6 


10,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


University of Cahfornia- 
Davisl SHIELDS AVE 
DAVIS, CA 956165270 


94-6036494 


SEC 115 


56,425 





N/A 


N/A 


PETRO-CHEMICAL 
HEALTH EFFECTS 
RESEARCH 


Univ of Houston-Clear 
Lake2700 Bay Area Blvd 
HOUSTON, TX 
770581025 


74-6001399 


501(C)3 


15,000 





N/A 


N/A 


ENERGY 
EDUCATION 


University of Colorado 

Foundation4740 WALNUT 

ST 

Boulder,CO 803012538 


84-6049811 


501(C)3 


455,133 





N/A 


N/A 


BENZINE 
RESEARCH 



Form 990, Schedule I, 


Part II, Grants and Other Assistance to Governments and Organizations in 


the United State 


S 


(a) Name and address of 

organization 

or government 


(b) EIN 


(c) IRC Code 

section 
if applicable 


(d) A mount of cash 
grant 


(e) A mount of non- 
cash 
assistance 


(f) Method of 

valuation (book, 

FM V, appraisal, 

other) 


(g) Description of 

non-cash 

assistance 


(h) Purpose of grant 
or assistance 


University of Connecticut 
115 N Eagleville Rd 
STORRS,CT 06269 


06-0772160 


SEC 115 


196,840 





N/A 


N/A 


PETRO-CHEMICAL 
HEALTH EFFECTS 
RESEARCH 


University of Illinois at 
U rbana-Champaign506 S 
WRIGHT STREET 209 
HAB MC 339 
URBANA,IL 618010000 


37-6000511 


501(C)3 


63,900 





N/A 


N/A 


PETRO-CHEMICAL 
RESEARCH 


U niversity of New 
Hampshirel LEAVITT LN 
DURHAM, NH 
038243512 


02-6000937 


501(C)3 


36,000 





N/A 


N/A 


PETRO-CHEMICAL 
RESEARCH 


University ofOklahoma 
660 Parnngton O val 
NORMAN, OK 
730190390 


73-6017987 


SEC 115 


24,574 





N/A 


N/A 


PETRO-CHEMICAL 
RESEARCH 


University ofTulsa800 

TUCKER DR 

TULSA, OK 741049700 


73-0579298 


501(C)3 


52,353 





N/A 


N/A 


PETRO-CHEMICAL 
RESEARCH 


University ofVermont85 
SO PROSPECT STREET 
RM 330 

BURLINGTON, VT 
054051704 


03-0179440 


501(C)3 


25,000 





N/A 


N/A 


PETRO-CHEMICAL 
HEALTH EFFECTS 
RESEARCH 


Waterfall FoundationPO 
BOX 70047 
FAIRBANKS, AK 
997070047 


54-1980898 


501(C)3 


6,000 





N/A 


N/A 


EVENT 
SPONSORSHIP 


Western Business 
Roundtable200 UNION 
BLVD STE 105 
GOLDEN, CO 
802281846 


87-0357561 


501(C)6 


25,000 





N/A 


N/A 


GENERAL SUPPORT 


Wright State University 
3640 Colonel Glenn Hwy 
DAYTON, OH 45435 


31-0732831 


SEC 115 


35,000 





N/A 


N/A 


PETRO-CHEMICAL 
HEALTH EFFECTS 
RESEARCH 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



I 



DLN: 93493317023859 



1 



Schedule J 

(Form 990) 



Department of the 
Treasury 
Internal Revenue 
Service 



Compensation Information 

For certain Officers, Directors, Trustees, Key Employees, and Highest 

Compensated Employees 

►■ Attach to Form 990. To be completed by organizations 

that answered "Yes" to Form 990, Part IV, line 23. 



0MB No 1545-0047 



2008 



Open to Public 
Inspection 



Name of the organization 

AMERICAN PETROLEUM INSTITUTE 



Employer identification number 



13-0433430 



Questions Regarding Compensation 



la Check the appro piate box(es) if the organization provided any of the following to or for a person listed in Form 
990, Part VII, Section A, line la Complete Part III to provide any relevant information regarding these items 

p" First class or charter travel I Housing allowance or residence for personal use 

p" Travel for companions I Payments for business use of personal residence 

p" Tax idemmfication and gross-up payments p" Health or social club dues or initiation fees 

| Discretionary spending account I Personal services (e g , maid, chauffeur, chef) 

b Ifhne la is checked, did the organization followa written policy regarding payment or reimbursement or 
provision of all the expenses described above 7 If "No," complete Part III to explain 

2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all 
officers, directors, trustees, and the CEO /Executive Director, regarding the items checked in line la 7 

3 Indicate which, if any, of the following the organization uses to establish the compensation of the 
organization's CEO/Executive Director Check all that apply 

| Compensation committee p" Written employment contract 

p" Independent compensation consultant p" Compensation survey or study 

p" Form 990 of other organizations p" A pproval by the board or compensation committee 

4 During the year, did any person listed in Form 990, Part VII, Section A, line la 
a Receive a severance payment or change of control payment 7 

b Participate in, or receive payment from, a supplemental nonqualified retirement plan 7 
c Participate in, or receive payment from, an equity-based compensation arrangement 7 

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III 

501(c)(3) and 501(c)(4) organizations only must complete lines 5-8. 

5 For persons listed in form 990, Part VII, Section A, line la, did the organization pay or accrue any 
compensation contingent on the revenues of 

a The organization 7 

b A ny related organization 7 

If "Yes," to line 5a or 5b, describe in Part III 

6 For persons listed in form 990, Part VII, Section A, line la, did the organization pay or accrue any 
compensation contingent on the net earnings of 

a The organization 7 

b A ny related organization 7 

If "Yes," to line 6a or6b, describe in Part III 

7 For persons listed in form 990, Part VII, Section A, line la, did the organization provide any non-fixed 
payments not described in lines 5 and 6 7 If "Yes," describe in Part III 

8 Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was 
subject to the initial contract exception described in Regs section 53 49 58-4(a)(3) 7 If "Yes," describe 
in Part III 



lb 



4a 



4b 



4c 



5a 



5b 



6a 



6b 



8 



Yes 



Yes 



Yes 



Yes 



Yes 



No 



No 



For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. 



Cat No 50053T 



Schedule J (Form 990) 2008 



Schedule J (Form 990) 2008 



Page 2 



Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-l if additional space needed. 



For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations described in the 
instructions on row (n) Do not list any individuals that are not listed on Form 990, Part VII 

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line la 



(A) Name 






(B) Breakdown of W-2 and/or 1099-MISC compensation 


(C) Deferred 
compensation 


(D) Nontaxable 
benefits 


(E) Total of columns 
(B)O)-(D) 


(F) Compensation 






(i) Base 
compensation 


(ii) Bonus & 

incentive 
compensation 


(iii) Other 
compensation 


reported in prior Form 
990 or Form 990-EZ 


See Additional Data 


Table 


(i) 


















(ii) 


















(i) 


















(ii) 


















(i) 


















(ii) 


















(i) 


















(ii) 


















(i) 


















(ii) 


















(i) 


















(ii) 


















(i) 


















(ii) 


















(i) 


















(ii) 

















Schedule J (Form 990) 2008 



Schedule J (Form 990) 2008 



Page 3 



Part III 



Supplemental Information 



Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, lb, 4c, 5a, 5b, 6a, 6b, 7, and 8 Also complete this part for any additional information 



See Additional Data Table 




Identifier 


Return 
Reference 


Explanation 




Part I, Line la 


FIRST CLASS OR CHARTER TRAVEL- FIRST CLASS AIR TRAVEL IS LIMITED TO EXECUTIVE STAFF MEMBERS OTHER STAFF MEMBERS MAY TRAVEL 
FIRST OR BUSINESS CLASS ONLY WHEN ACCOMPANYING AN EXECUTIVE STAFF MEMBER, A MEMBER COMPANY EXECUTIVE OR GOVERNMENTAL 
OFFICIAL WHO TRAVELS FIRST CLASS OR BUSINESS CLASS, OR, FOR INTERNATIONAL FLIGHTS, WHEN EXTENUATING CIRCUMSTANCES JUSTIFYING 
TRAVELING BUSINESS CLASS FIRST OR BUSINESS CLASS AIR TRAVEL MUST BE APPROVED IN ADVANCE BY AN EXECUTIVE STAFF MEMBER, AND 
THE EMPLOYEE MUST PROVIDE THE JUSTIFICATION ON THE EXPENSE REPORT FIRST CLASS TRAIN PASSAGE IS AN ACCEPTABLE ALTERNATIVE 
TO COACH AIR FA RES OF EQUAL OR GREATER VALUE IT'S NOT API'S PRACTICE TO CHARTER TRAVEL TRAVEL FOR COMPANIONS- INSTANCES IN 
WHICH A SPOUSE ACCOMPANIES AN EMPLOYEE TRAVELING ON BUSINESS AT API EXPENSE A RE LIMITED AND APPROVED IN ADVANCE IN SUCH 
AUTHORIZED CASES, UNLESS THE STRICT LEGAL DEFINITION OF BUSINESS PURPOSE IS MET, THE REIMBURSEMENT IS TREATED AS TAXABLE 
INCOME TO THE EMPLOYEE TAX IDEMNIFI CATION AND GROSS UP PAYMENTS- FOR EMPLOYEES WHO QUALIFY TO PARTICIPATE IN THE NON- 
QUALIFIED RETIREMENT INCOME PLAN, API PAYS TAXES DUE ON THE ACCRUED BENEFITS AS THEY ARE AWARDED TO THE PARTICIPANTS THESE 
TAX PAYMENTS A RE TREATED AS AN ADVANCE AND NETTED FROM THE ACCRUED BENEFITS TO THE PARTICIPANTS UPON DISTRIBUTION HEALTH 
OR SOCIAL CLUB DUES OR INITIATION FEES- REIMBURSEMENT OF CLUB DUES TO AN EMPLOYEE FOR MEMBERSHIP IN ANY CLUB ORGANIZED FOR 
PLEASURE, RECREATION, OR OTHER SOCIAL PURPOSE (IE, COUNTRY CLUBS, LUNCHEON CLUBS, AND AIRLINE AND HOTEL CLUBS) IS LI MIT ED AND 
REQUIRES EXECUTIVE STAFF APPROVAL EMPLOYEES WHO HAVE BEEN REIMBURSED FOR CLUB DUES MUST ANNUALLY ACCOUNT FOR THEIR 
BUSINESS USE, AND NON-BUSINESS USE IS TREATED AS TAXABLE INCOME TO THE EMPLOYEE API OFFERS ALL WA SHIN GTON, D C EMPLOYEES AN 
OPPORTUNITY TO JOIN A LOCAL HEALTH CLUB AT A DISCOUNTED RATE API PAYS A PORTION OF THE DUES ($13 42 PER SEMI-MONTHLY PAY 
PERIOD) AND TREATS THIS PORTION AS TAXABLE INCOME TO THE EMPLOYEE 




Part I, Line 4a 


LINE 4A KENDRA MARTIN- $169,167, BYRON M CAVANEY JR- $350,0 00 LINE 4B PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE 
SUPPLEMENTALBENEFITSPLAN CAVANEY, JR, BY RO NM, FORD, JAMES E, CRAIG, JIM C, HA RGETT,BRENDAS,RINN,MICHELEE,NG, HARRY M, 
GRECO,ROBERTL, MORRIS, DOUG LA SW,P LA TNER, MICHAELL,MODINE, JOHN D, HUNT, JR, A LV 1ST, FELMY, JOHN C PAYMENTS FROM THE 
AMERICAN PETROLEUM INSTITUTE SUPPLEMENTAL BENEFITS PLAN CAVANEY, JR, BYRON M -$2,0 25,7 31 









































































































Schedule J (Form 990) 2008 



Additional Data 



Return to Form 



Software ID 

Software Version 

EIN 

Name 



13-0433430 

AMERICAN PETROLEUM INSTITUTE 



Form 990, Schedule J, Part II - Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 






(A) Name 


(B) Breakdown of W-2 and/or 1099-MISC compensation 


(C) Deferred 
compensation 


(D) Nontaxable 
benefits 


(E) Total of columns 
(B)(i)-(D) 


(F) Compensation 




(i) Base 
Compensation 


(ii) Bonus & 

incentive 

compensation 


(iii) Other 
compensation 


reported in prior Form 
990 or Form 990-EZ 


JACK N GERARD 


(I) 
(II) 


665,267 




555 


968,452 


6,528 


1,640,802 




BYRON M CAVANEY 
JR 


(I) 
(II) 


896,133 


700,000 


434,107 


640,954 


23,673 


2,694,867 




JAMES E FORD 


(I) 
(II) 


399,743 


128,024 


157,200 


116,004 


12,654 


813,625 




JIM C CRAIG 


(I) 
(II) 


340,584 


87,938 


197,992 


136,852 


18,269 


781,635 




BRENDA S HARGETT 


(I) 
(II) 


325,667 


97,438 


138,720 


81,073 


31,181 


674,079 




MICHELE E RINN 


(I) 
(II) 


201,985 


32,038 


1,451 


27,825 


30,404 


293,703 




HARRY M NG 


(I) 
(II) 


274,993 


55,024 


85,053 


44,388 


18,532 


477,990 




ROBERT L GRECO 


(I) 
(II) 


269,684 


47,938 


82,551 


46,410 


31,181 


477,764 




DOUGLAS M MORRIS 


(I) 
(II) 


230,732 


33,938 


29,579 


76,632 


25,778 


396,659 




MICHAEL L PLATNER 


(I) 
(ii) 


217,067 


37,938 


17,851 


49,439 


30,953 


353,248 




JOHN D MODINE 


(I) 
(ii) 


205,782 


38,547 


1,762 


25,512 


15,635 


287,238 




ERIN P THOMPSON 


(I) 
(ii) 


178,433 


22,430 


1,358 


10,590 


7,885 


220,696 




ALVIS TRUMAN HUNT 


(I) 
(ii) 


257,245 


47,938 


84,289 


120,247 


25,914 


535,633 




KENDRA L MARTIN 


(I) 
(ii) 


274,531 


15,938 


20,951 


14,845 


8,356 


334,621 




JOHN C FELMY 


(I) 
(ii) 


216,509 


19,524 


2,395 


35,611 


18,064 


292,103 




KATHERINE E LEWIS 


(I) 
(ii) 


192,920 


24,547 


3,876 


21,517 


16,525 


259,385 




JOHN P KEREKES 


(I) 
(ii) 


196,029 


15,000 


5,080 


65,068 


24,532 


305,709 





Part III 



Supplemental Information 



Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, lb, 4c, 5a, 5b, 6a, 6b, 7, and 8 Also complete this part for any additional information 



Identifier 



Return 
Reference 



Explanation 



Part I, Line la 



FIRST CLASS OR CHARTER TRAVEL- FIRST CLASS AIR TRAVEL IS LIMITED TO EXECUTIVE STAFF MEMBERS OTHER STAFF MEMBERS MAY TRAVEL 
FIRST OR BUSINESS CLASS ONLY WHEN ACCOMPANYING AN EXECUTIVE STAFF MEMBER, A MEMBER COMPANY EXECUTIVE OR GOVERNMENTAL 
OFFICIAL WHO TRAVELS FIRST CLASS OR BUSINESS CLASS, OR, FOR INTERNATIONAL FLIGHTS, WHEN EXTENUATING CIRCUMSTANCES JUSTIFYING 
TRAVELING BUSINESS CLASS FIRST OR BUSINESS CLASS AIR TRAVEL MUST BE APPROVED IN ADVANCE BY AN EXECUTIVE STAFF MEMBER, AND 
THE EMPLOYEE MUST PROVIDE THE JUSTIFICATION ON THE EXPENSE REPORT FIRST CLASS TRAIN PAS SAGE IS AN ACCEPT ABLE ALTERNATIVE 
TO COACH AIR FA RES OF EQUAL OR GREATER VALUE IT'S NOT API'S PRACTICE TO CHARTER TRAVEL TRAVEL FOR COMPANIONS- INSTANCES IN 
WHICH A SPOUSE ACCOMPANIES AN EMPLOYEE TRAVELING ON BUSINESS AT API EXPENSE A RE LIMITED AND APPROVED IN ADVANCE IN SUCH 
AUTHORIZED CASES, UNLESS THE STRICT LEGAL DEFINITION OF BUSINESS PURPOSE IS MET, THE REIMBURSEMENT IS TREATED AS TAXABLE 
INCOME TO THE EMPLOYEE TAX IDEMNIFI CATION AND GROSS UP PAYMENTS- FOR EMPLOYEES WHO QUALIFY TO PARTICIPATE IN THE NON- 
QUALIFIED RETIREMENT INCOME PLAN, API PAYS TAXES DUE ON THE ACCRUED BENEFITS AS THEY ARE AWARDED TO THE PARTICIPANTS THESE 
TAX PAYMENTS A RE TREATED AS AN ADVANCE AND NETTED FROM THE ACCRUED BENEFITS TO THE PARTICIPANTS UPON DISTRIBUTION HEALTH 
OR SOCIAL CLUB DUES OR INITIATION FEES- REIMBURSEMENT OF CLUB DUES TO AN EMPLOYEE FOR MEMBERSHIP IN ANY CLUB ORGANIZED FOR 
PLEASURE, RECREATION, OR OTHER SOCIAL PURPOSE (IE, COUNTRY CLUBS, LUNCHEON CLUBS, AND AIRLINE AND HOTEL CLUBS) IS LI MIT ED AND 
REQUIRES EXECUTIVE STAFF APPROVAL EMPLOYEES WHO HAVE BEEN REIMBURSED FOR CLUB DUES MUST ANNUALLY ACCOUNT FOR THEIR 
BUSINESS USE, AND NON-BUSINESS USE IS TREATED AS TAXABLE INCOME TO THE EMPLOYEE API OFFERS ALL WA SHIN GTON, D C EMPLOYEES AN 
OPPORTUNITY TO JOIN A LOCAL HEALTH CLUB AT A DISCOUNTED RATE API PAYS A PORTION OF THE DUES ($13 42 PER SEMI-MONTHLY PAY 
PERIOD) AND TREATS THIS PORTION AS TAXABLE INCOME TO THE EMPLOYEE 



Part I, Line 4a 



LINE 4A KENDRA MARTIN- $169,167, BYRON M CAVANEY JR- $350,0 00 LINE 4B PARTICIPANTS IN THE AMERICAN PETROLEUM INSTITUTE 
SUPPLEMENTALBENEFITSPLAN CAVANEY, JR, BY RO NM, FORD, JAMES E, CRAIG, JIM C, HARGETT, BRENDA S, RINN, MICHELE E , NG, HARRY M 
G RE CO, RO BE RTL, MORRIS, DOUG LA SW,P LA TNE R, MICHAELL, MODINE, JOHN D, HUNT, JR, A LV 1ST, FELMY, JOHN C PAYMENTS FROM THE 
AMERICAN PETROLEUM INSTITUTE SUPPLEMENTAL BENEFITS PLAN CAVANEY, JR, BYRON M -$2,0 25,7 31 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



DLN: 93493317023859 



1 



Schedule L 

(Form 990or990-EZ) 



Department of the 
Treasury 
Internal Revenue 
Service 



Transactions with Interested Persons 

►■ Attach to Form 990 or Form 990-EZ. 

►■ To be completed by organizations that answered 

"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, 

or Form 990-EZ, Part V lines 38b or 40b. 



0MB No 1545-0047 



2008 



Open to Public 
Inspection 



Name of the organization 

AMERICAN PETROLEUM INSTITUTE 



Employer identification number 



13-0433430 



Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only). 

To be completed by organizations that answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b 



1 (a) Name of disqualified person 


(b) Description of transaction 


(c) Corrected 7 


Yes 


No 







































2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year under 
section 4958 ^ 



3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization 



Loans to and/or From Interested Persons 

To be completed by organizations that answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a 



(a) Name of interested person and 
purpose 


(b) Loan to or 

from the 
organization 7 


(c)O nginal principal 
amount 


(d)Balance due 


(e)In 

default 7 


(f) 

A pproved 
by board or 
committee 7 


(g)Wntten 
agreement 7 




To 


From 


Yes 


No 


Yes 


No 


Yes 


No 














































































































Total ► $ 





















likYimt Grants or Assistance Bene 


fitting Interested Persons 

ons that answered "Yes" on Form 990, Part IV, line 27. 


To be completed by orqanizat 


(a) Name of interested person 


(b)Relationship between interested person 
and the organization 


(c)A mount of grant or type of assistance 







































Business Transactions Involving Interested Persons 

To be completed by organizations that answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. 



(a) Name of interested person 


(b) Relationship 

between interested 

person and the 

organization 


(c) A mount of 
transaction 


(d) Description of transaction 


(e) Sharing of 

organization's 

revenues 7 




Yes 


No 


REX WTILLERSON 


CHAIRMAN 


129,222 


API HAS CONTRACTS WITH 
EXXON MOBIL BIOMEDICAL 
SCIENCES, INC TO CONDUCT 
VARIOUS SCIENTIFIC 
STUDIES REX W TILLERSON 
IS AN OFFICER OF 
EXXONMOBIL CORPORATION 
AND SERVES AS A DIRECTOR 
ON API'S BOARD THE 
SELECTION OFEXXONMOBIL 
BIOMEDICAL SCIENCES, INC 
AS A CONTRACTOR 
OCCURRED IN THE NORMAL 
COURSE OFAPI'S BUSINESS 
BASED ON TECHNICAL 
CAPABILITIES AND NEITHER 
BOARD MEMBER WAS 
INVOLVED IN THE VENDOR 
SELECTION 




No 


RD DAN NELSON 


BOARD MEMBER 


129,222 


API HAS CONTRACTS WITH 
EXXON MOBIL BIOMEDICAL 
SCIENCES, INC TO CONDUCT 
VARIOUS SCIENTIFIC 
STUDIES RD DAN NELSON 
IS AN OFFICER OF 
EXXONMOBIL CORPORATION 
AND SERVES AS A DIRECTOR 
ON API'S BOARD THE 
SELECTION OFEXXONMOBIL 
BIOMEDICAL SCIENCES, INC 
AS A CONTRACTOR 
OCCURRED IN THE NORMAL 
COURSE OFAPI'S BUSINESS 
BASED ON TECHNICAL 
CAPABILITIES AND NEITHER 
BOARD MEMBER WAS 
INVOLVED IN THE VENDOR 
SELECTION 




No 











































For Paperwork Reduction Act Notice, see the Int ructions for Form 990 



Cat No 50056A 



Schedule L (Form 990 or 990-EZ) 2008 



lefile GRAPHIC print - DO NOT PROCESS I As Filed Data 



I 



DLN: 93493317023859 



] 



SCHEDULE O 

(Form 990) 

Department of the 
Treasury 
Internal Revenue 
Service 



Supplemental Information to Form 990 

►■ Attach to Form 990. To be completed by organizations to provide additional information for 
responses to specific questions for the Form 990 or to provide any additional information. 



0MB No 1545-0047 



2008 



Open to Public 
Inspection 



Name of the organization 

AMERICAN PETROLEUM INSTITUTE 



Employer identification number 

13-0433430 



Identifier 


Return 
Reference 


Explanation 


Form 990, 
Part III, line 
4d 


aher 

Program 

Services 


MAINTAINING QUALITY -The increasingly international nature of the petroleum business is evident in API's 
approach to certifying that products meet the industry's exacting standards of quality Since 1 924, API has 
licensed oilfield equipment manufacturers to use the API monogram, recognized as a mark of quality around the 
world API licenses motor oils for use in both gasoline and diesel engines API also certifies inspectors of 
storage tanks, pressure vessels, and piping 



Identifier 


Return 
Reference 


Explanation 


Form 990, Part 
III, line 4d 


Other Program 
Services 


EDUCATION- API organizes seminars, workshops and symposia on issues vital to the industry's livelihood 
It provides training materials that help professionals in the oil and gas business meet regulatory 
requirements and industry standards 



Identifier 


Return 
Reference 


Explanation 


Form 990, 
Part VI, 
Section A, 
line 1 






API'S EXECUTIVE COMMITTEE CONSISTS OF 10 MEMBERS OF THE BOARD MEMBERS INCLUDE THE API 
CHAIRMAN AND TREASURER OF THE BOARD, WITH REPRESENTATION OF THE TOP SIX DUES-PAY ING 
MEMBERS, AND THE REMAINING FOUR MEMBERS CHOSEN PRINCIPALLY FROM THE LARGEST DUES-PAYING 


MEMBERS, INCLUDING AS MANY AS TWO INDEPENDENT PETROLEUM PRODUCERS THE EXECUTIVE COMMITTEE 
HAS THE AUTHORITY TO EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS IN THE ABSENCE OF 
ACTION BY THE BOARD, EXCEPT TO AMEND THE BYLAWS OR AS OTHERWISE LIMITED BY LAW ITS 
RESPONSIBILITIES INCLUDE LONG-RANGE PLANNING, PROGRAM AND BUDGET DEVELOPMENT, AND 
OVERSIGHT AND ADMINISTRATION 



Identifier 


Return 
Reference 


Explanation 


Form 990, Part 
VI, Section A, 
line 2 




BUSINESS RELATIONSHIP ALBRECHT, WILLIAM E, CARRIG, JOHN A , CAZALOT, CLARENCE P, 
GALLOGLY, JAMES L , HACKETT, JAMES T , HEMINGER, GARY R , HINCHMAN, STEVEN B , IRANI, RAY R , 
KIRKLAND, GEORGE, KURZ, KARL F , MORGAN, JOHN, MULVA, JAMES J , NELSON, R D DAN, O'REILLY, 


DAVID J , ROBERTSON, PETER J , TILLERSON, REX W FAMILY RELATIONSHIP HUNT, RAY L , HUNT, W 
HERBERT 



Identifier 


Return 
Reference 


Explanation 


Form 990, 
Part VI, 
Section A, 
line 4 




In October 2008, API's Board of Directors approved a resolution to reduce the maximum board size from 125 to 81 
members In October 2009, API's Board of Directors approved a resolution to modify the bylaws effective January 
1, 2010 to accomplish the following governance changes (1) eliminate the Honorary class of API membership, (2) 
reduce the maximum Board size from 81 members to no more than 51 members, (3) eliminate ex-officio directors, 
except for API's President, (4) clarify that only one representative per member company shall sit on the Board and 
that this shall be the highest-ranking executive fromthe member company, (5) create one additional seat on the 
Executive Committee for a representative of the General Membership Committee, (6) provide that the board of 
directors w ill vote in all new directors, (7) designate the API officers as the Chairman of the Board, the President, 
the Chair of the Finance Committee and the Secretary, although the Board may name other such officers as it 
deems necessary, and (8) create a Finance Committee to assume all fiscal responsibilities of API, including audit 
oversight The Chair of the Finance Committee w ill be a member of the Executive Committee and an officer of API 
The Chair of the Finance Committee w ill have responsibilities of the former treasurer, including receipt and 
disbursement of API funds, oversight of the external audit, and oversight of API membership recruitment He/she 
shall be assisted by API staff designated by the President 



Identifier 


Return 
Reference 


Explanation 


Form 990, Part 
VI, Section A, 
line 6 




API IS A TRADE ASSOCIATION WITH MEMBERSHIP DRAWN FROM THE OIL AND NATURAL GAS INDUSTRY 
AS DESCRIBED BELOW, API'S MEMBERS PARTICIPATE IN THE ELECTION OF THE BOARD REGULAR ELECTED 
BOARD MEMBERS HAVE FULL VOTING RIGHTS API'S PRESIDENT IS AN EX OFFICIO VOTING MEMBER OF 
THE BOARD OTHER EX OFFICIO MEMBERS DO NOT HAVE VOTING RIGHTS HONORARY DIRECTORS HAVE 
NO VOTING RIGHTS 



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Reference 


Explanation 


Form 990, Part VI, 
Section A, line 7a 




ONE-HALF OF THE BOARD MEMBERS IN A GIVEN YEAR ARE ELECTED BY THE BOARD OF 
DIRECTORS THE REMAINING ELECTED BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP 



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Reference 


Explanation 


Form 990, Part 
VI, Section A, 
line 10 




API'S FORM 990 WAS PREPARED BY API STAFF AND REVIEWED BY ITS EXTERNAL ACCOUNTING FIRM 


PRIOR TO FILING, THE FORM 990 WAS INCLUDED WITH THE MATERIALS FOR THE AUDIT COMMITTEE'S 
ANNUAL MEETING IN SEPTEMBER 2009, AND REVIEWED DURING THE MEETING A COPY OF THE FORM 990 


WAS PROVIDED TO THE EXECUTIVE COMMITTEE PRIOR TO FILING 



Identifier 


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Reference 


Explanation 


Form 990, 
Part VI, 
Section B, 
line 12c 




API's Standards of Conduct policy includes provisions related to avoiding any act that may result in a conflict of 
interest On an annual basis, all employees are asked to confirm their compliance w ith the Standards of Conduct 
policy Any employee w ho is aw are of a violation of this policy must take appropriate action so that the violation is 
promptly addressed This may include reporting a violation to an Executive Staff member or to an externally- 
operated ethics hotline All reports are assigned to an appropriate Executive Staff member for investigation and 
resolution and a report of all incidents are provided to the Audit Committee each year The Board of Directors 
adopted a conflict of interest policy in 2008 that requires full disclosure of all actual and potential conflicts The 
disinterested members of the API Executive Committee shall make a determination as to w hether a conflict exists 
and w hat subsequent action is appropriate (if any) A copy of the policy is provided to all Board members w ho 
are requested to complete and sign an acknow ledgment and disclosure form 



Identifier 


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Reference 


Explanation 


Form 990, Part 
VI, Section B, 
line 15 




COMPENSATION FOR API'S PRESIDENT & CEO, OTHER OFFICERS, AND KEY EMPLOYEES ARE REVIEWED 


AND APPROVED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS, BASED ON PERFORMANCE 
REVIEWS, EXTERNAL COMPARABLE DATA OBTAINED FROM CONSULTANTS, AND OTHER RELEVANT 
INFORMATION THE PRESIDENT & CEO'S COMPENSATION IS BASED ON A WRITTEN CONTRACT APPROVED 


BY THE EXECUTIVE COMMITTEE A REVIEW WAS CONDUCTED IN 2009 



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Explanation 


Form 990, Part VI, Section C, line 19 




NO DOCUMENTS AVAILABLE TO THE PUBLIC 



Identifier 


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Explanation 


990, PART VI, 
LINE1B 


VOTING STATUS OF API'S 
PRESIDENT 


API'S PRESIDENT IS AN EX OFFICIO VOTING MEMBER OF THE BOARD OF DIRECTORS AND, BY 
DEFINITION AS A COMPENSATED OFFICER, IS NOT INDEPENDENT 



Identifier 


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Explanation 


FORM 990, 
PART VI, LINE 
9B 


EXPLANATION OF 
STATE COUNCILS 


API OPERATES STATE PETROLEUM COUNCILS LOCATED IN VARIOUS STATE CAPITALS THESE ARE 
NOT SEPARATE LEGAL ENTITIES BUT OPERATE AS BRANCH OFFICES OF API UNDER LOCAL TRADE 


NAMES THEREAREALSO SEVERAL UNRELATED LOCAL CHAPTERS THAT EXIST THAT MAY USETHE 
API NAME, BUT THEY ARE SEPARATE LEGAL ENTITIES FROM API 



For Paperwork Reduction Act Notice, see the Instructions for Form 990. 



Cat No 51056K 



Schedule O (Form 990) 2008 



Additional Data 



Software ID 

Software Version 

EIN 

Name 



13-0433430 

AMERICAN PETROLEUM INSTITUTE 



Form 990, Part VIII - Statement of Revenue - 2a - 2g Program Service Revenue 





Business Code 


(A) 
Total Revenue 


(B) 

Related or 

Exempt 

Function 

Revenue 


(C) 
Unrelated 
Business 
Revenue 


(D) 

Revenue 

Excluded from 

Tax under IRC 

512, 513, or 514 


a MEMBERSHIP DUES 


900,099 


159,493,855 


159,493,855 






b CERTIFICATION PROGRAM 


900,099 


21,773,056 


21,773,056 






c PUBLICAtions royalties 


900,099 


8,964,764 


8,964,764 






d MEETING REVENUE 


900,099 


4,215,380 


4,215,380 






e CERTIFICATION FEES 


541,900 


3,938,555 




3,938,555